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 4-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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,915 |
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 | $42,602 | $78,976-46.1% | $100,383-57.6% | $74,546-42.9% |
| Participation rate | 96.1% | 79.5%+16.6pp | 81.5%+14.6pp | 67.2%+28.9pp |
| Annual return | 21.25% | 20.62%+0.6pp | 49.26%-28.0pp | 1366.03%-1344.8pp |
| Employer contribution / active EE | $7,832 | $3,019+159.4% | $3,944+98.6% | $2,624+198.4% |
| Participant deferral / active EE | $13,413 | $7,758+72.9% | $8,086+65.9% | $4,347+208.5% |
| Admin fee / account holder | $13 | $1,330-99.0% | $7,900-99.8% | $1,944-99.3% |