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 6-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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $11,771 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,825 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $12,515 | $55,415-77.4% | $155,509-92.0% | $74,495-83.2% |
| Participation rate | 89.3% | 61.9%+27.4pp | 78.2%+11.1pp | 67.2%+22.1pp |
| Annual return | 13.35% | 268.50%-255.2pp | 64.67%-51.3pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $2,401 | $2,267+5.9% | $4,672-48.6% | $2,623-8.5% |
| Participant deferral / active EE | $3,932 | $2,836+38.6% | $5,626-30.1% | $4,346-9.5% |
| Admin fee / account holder | $101 | $1,738-94.2% | $15,912-99.4% | $1,942-94.8% |