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 8-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 | $19,578 |
DAKOTA WEALTH LLC1 year Filed as: DAKOTA WEALTH MANAGEMENT, LLC Service code 15 · EIN 84-3173213 | Recordkeeping | $2,911 |
Filed as: LEDGE WEALTH MANAGEMENT, INC. Service code 15 · EIN 27-2503393 | Recordkeeping | $2,414 |
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 | $6,205 | $69,763-91.1% | $67,502-90.8% | $74,495-91.7% |
| Participation rate | 70.9% | 71.4%-0.5pp | 72.9%-2.0pp | 67.2%+3.7pp |
| Annual return | 14.69% | -40.34%+55.0pp | 3512.12%-3497.4pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $0 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,261 | $3,636-65.3% | $4,000-68.5% | $4,346-71.0% |
| Admin fee / account holder | $126 | $896-86.0% | $3,998-96.9% | $1,942-93.5% |