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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,177 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,929 | $59,159-78.1% | $159,960-91.9% | $66,914-80.7% |
| Participation rate | 71.0% | 68.1%+2.9pp | 78.0%-7.0pp | 69.8%+1.2pp |
| Annual return | -15.70% | -12.26%-3.4pp | 408.60%-424.3pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,274 | $1,983-35.8% | $4,226-69.9% | $2,544-49.9% |
| Participant deferral / active EE | $2,251 | $4,395-48.8% | $6,182-63.6% | $4,237-46.9% |
| Admin fee / account holder | $62 | $591-89.5% | $8,698-99.3% | $593-89.6% |