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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,870 |
EVERHART ADVISORS6 years Filed as: EVERHART FINANCIAL GROUP, INC Service code 15 · EIN 31-1440043 | Recordkeeping | $14,765 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,125 | $59,159-50.8% | $159,960-81.8% | $66,914-56.5% |
| Participation rate | 78.9% | 68.1%+10.7pp | 78.0%+0.9pp | 69.8%+9.1pp |
| Annual return | -14.36% | -12.26%-2.1pp | 408.60%-423.0pp | 1.58%-15.9pp |
| Employer contribution / active EE | $2,319 | $1,983+17.0% | $4,226-45.1% | $2,544-8.9% |
| Participant deferral / active EE | $4,344 | $4,395-1.2% | $6,182-29.7% | $4,237+2.5% |
| Admin fee / account holder | $216 | $591-63.4% | $8,698-97.5% | $593-63.5% |