See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,871 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,417 | $69,745-76.5% | $67,511-75.7% | $74,546-78.0% |
| Participation rate | 97.3% | 71.3%+25.9pp | 72.9%+24.4pp | 67.2%+30.1pp |
| Annual return | 13.40% | -40.37%+53.8pp | 3517.41%-3504.0pp | 1366.03%-1352.6pp |
| Employer contribution / active EE | $1,395 | $2,705-48.4% | $2,733-49.0% | $2,624-46.9% |
| Participant deferral / active EE | $3,408 | $3,636-6.3% | $4,000-14.8% | $4,347-21.6% |
| Admin fee / account holder | $96 | $894-89.3% | $3,999-97.6% | $1,944-95.1% |