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 3-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+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,069 |
SIGNATURE ESTATE & INVESTMENT1+ years Filed as: SEIA LLC Service code 15 · EIN 95-4806910 | Recordkeeping | $12,458 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,635 | $95,274-50.0% | $135,903-64.9% | $74,419-36.0% |
| Participation rate | 94.9% | 78.2%+16.7pp | 81.9%+13.0pp | 70.7%+24.1pp |
| Annual return | 0.00% | 32.77%-32.8pp | 68.23%-68.2pp | 34.38%-34.4pp |
| Employer contribution / active EE | $1,472 | $3,874-62.0% | $4,856-69.7% | $2,637-44.2% |
| Participant deferral / active EE | $2,927 | $7,782-62.4% | $7,758-62.3% | $4,528-35.4% |
| Admin fee / account holder | $50 | $266-81.3% | $10,762-99.5% | $348-85.7% |