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 5-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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $13,713 |
TRIAD ADVISORS INC2 years Filed as: TRIAD ADVISORS, INC Service code 15 · EIN 46-1289987 | Recordkeeping | $11,050 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,865 | $67,606-64.7% | $82,313-71.0% | $70,131-66.0% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 18.53% | 21.57%-3.0pp | 25.88%-7.4pp | 73.14%-54.6pp |
| Employer contribution / active EE | $1,035 | $1,755-41.0% | $2,428-57.4% | $2,342-55.8% |
| Participant deferral / active EE | $2,231 | $2,987-25.3% | $3,706-39.8% | $3,332-33.0% |
| Admin fee / account holder | $227 | $4,512-95.0% | $5,608-95.9% | $4,645-95.1% |