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 9-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 |
|---|---|---|
WEDBUSH SECURITIES INC.4 years Service code 15 · EIN 95-4323351 | Recordkeeping | $11,444 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,940 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,723 | $60,323-77.3% | $81,812-83.2% | $74,495-81.6% |
| Participation rate | 61.4% | 62.9%-1.5pp | 72.3%-10.9pp | 67.2%-5.8pp |
| Annual return | 14.44% | 16.90%-2.5pp | 773.79%-759.3pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,843 | $3,387-45.6% | $4,319-57.3% | $4,346-57.6% |
| Admin fee / account holder | $68 | $1,486-95.4% | $7,386-99.1% | $1,942-96.5% |