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 |
|---|---|---|
401K ADVISORS INC2 years Service code 15 · EIN 33-0905143 | Recordkeeping | $14,994 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,972 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,747 | $84,936-66.2% | $111,297-74.2% | $79,386-63.8% |
| Participation rate | 72.3% | 75.9%-3.6pp | 77.3%-5.0pp | 70.7%+1.6pp |
| Annual return | 12.29% | 17.45%-5.2pp | 54.65%-42.4pp | 116.85%-104.6pp |
| Employer contribution / active EE | $938 | $1,979-52.6% | $2,731-65.7% | $2,427-61.4% |
| Participant deferral / active EE | $2,288 | $3,888-41.2% | $4,487-49.0% | $4,046-43.5% |
| Admin fee / account holder | $178 | $537-66.9% | $7,964-97.8% | $626-71.6% |