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 | $69,763-76.5% | $67,502-75.7% | $74,495-78.0% |
| Participation rate | 97.3% | 71.4%+25.9pp | 72.9%+24.4pp | 67.2%+30.1pp |
| Annual return | 13.40% | -40.34%+53.7pp | 3512.12%-3498.7pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,395 | $2,704-48.4% | $2,731-48.9% | $2,623-46.8% |
| Participant deferral / active EE | $3,408 | $3,636-6.3% | $4,000-14.8% | $4,346-21.6% |
| Admin fee / account holder | $96 | $896-89.3% | $3,998-97.6% | $1,942-95.1% |