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 | $2,182 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE ADVISORS, LLC Service code 49 100 MADISON STREET, ATTN BD · SYRACUSE, NY 13202 | Other Services | $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 | $49,725 | $65,561-24.2% | $86,188-42.3% | $75,163-33.8% |
| Participation rate | 86.4% | 60.5%+25.9pp | 69.0%+17.5pp | 67.2%+19.2pp |
| Annual return | 14.02% | 46.05%-32.0pp | 1168.45%-1154.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,639 | $3,024+20.3% | $3,985-8.7% | $4,125-11.8% |
| Admin fee / account holder | $22 | $5,474-99.6% | $6,852-99.7% | $5,651-99.6% |