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 9-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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,072 |
Employer 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).
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 | $48,930 | $138,347-64.6% | $184,203-73.4% | $80,856-39.5% |
| Participation rate | 93.5% | 83.9%+9.6pp | 86.8%+6.7pp | 67.6%+25.8pp |
| Annual return | 17.49% | 20.02%-2.5pp | 28.81%-11.3pp | 35.59%-18.1pp |
| Employer contribution / active EE | $1,386 | $4,850-71.4% | $6,427-78.4% | $2,755-49.7% |
| Participant deferral / active EE | $9,100 | $7,071+28.7% | $9,131-0.3% | $4,296+111.8% |
| Admin fee / account holder | $32 | $10,483-99.7% | $13,901-99.8% | $6,918-99.5% |