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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,407 |
EVERHART ADVISORS7 years Filed as: EVERHART FINANCIAL GROUP, INC Service code 15 · EIN 31-1440043 | Recordkeeping | $16,480 |
ADP BROKER-DEALER9+ 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).
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 | $31,456 | $65,390-51.9% | $169,368-81.4% | $71,457-56.0% |
| Participation rate | 87.0% | 67.0%+20.1pp | 77.1%+9.9pp | 67.9%+19.1pp |
| Annual return | 18.85% | 21.31%-2.5pp | 405.60%-386.8pp | 28.85%-10.0pp |
| Employer contribution / active EE | $2,633 | $2,079+26.6% | $4,013-34.4% | $2,588+1.7% |
| Participant deferral / active EE | $4,971 | $4,367+13.8% | $6,221-20.1% | $4,289+15.9% |
| Admin fee / account holder | $227 | $1,324-82.9% | $9,003-97.5% | $1,587-85.7% |