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 |
|---|---|---|
ASSURANCE DIMENSIONS5 years Service code 15 · EIN 26-3429295 | Recordkeeping | $9,000 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,424 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MASS MUTUAL Service code 49 250 S CLINTON STR · SYRACUSE, NY 13202 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,304 | $81,248-91.0% | $155,509-95.3% | $80,856-91.0% |
| Participation rate | 79.1% | 66.2%+12.9pp | 78.2%+0.9pp | 67.6%+11.5pp |
| Annual return | 7.42% | 33.31%-25.9pp | 64.67%-57.2pp | 35.59%-28.2pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,346 | $3,452-61.0% | $5,626-76.1% | $4,296-68.7% |
| Admin fee / account holder | $112 | $7,997-98.6% | $15,912-99.3% | $6,918-98.4% |