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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,428 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $14,458 |
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 | $13,944 | $56,638-75.4% | $169,368-91.8% | $74,419-81.3% |
| Participation rate | 74.5% | 67.5%+7.0pp | 77.1%-2.6pp | 70.7%+3.8pp |
| Annual return | 19.43% | 24.75%-5.3pp | 405.60%-386.2pp | 34.38%-15.0pp |
| Employer contribution / active EE | $0 | $2,027-100.0% | $4,013-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,075 | $4,223-50.9% | $6,221-66.6% | $4,528-54.2% |
| Admin fee / account holder | $144 | $307-53.0% | $9,003-98.4% | $348-58.6% |