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 8-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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,935 |
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 | $9,276 | $46,464-80.0% | $150,298-93.8% | $79,634-88.4% |
| Participation rate | 84.5% | 57.0%+27.5pp | 77.8%+6.7pp | 62.5%+22.0pp |
| Annual return | 13.82% | 27.89%-14.1pp | 62.79%-49.0pp | 36.46%-22.6pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $3,006 | $2,157+39.4% | $5,453-44.9% | $3,835-21.6% |
| Admin fee / account holder | $49 | $891-94.6% | $14,116-99.7% | $1,002-95.2% |