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 10-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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $66,729 |
VISIONPOINT ADVISORY GROUP3 years Filed as: VISION POINT ADVISORY GROUP, LLC Service code 15 · EIN 46-3329350 | Recordkeeping | $12,544 |
ADP BROKER-DEALER4 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).
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 | $12,837 | $69,823-81.6% | $77,163-83.4% | $74,419-82.8% |
| Participation rate | 91.5% | 70.0%+21.5pp | 69.6%+21.9pp | 70.7%+20.8pp |
| Annual return | 16.52% | 19.98%-3.5pp | 37.87%-21.4pp | 34.38%-17.9pp |
| Employer contribution / active EE | $1,414 | $2,150-34.2% | $2,535-44.2% | $2,637-46.4% |
| Participant deferral / active EE | $2,999 | $3,558-15.7% | $3,833-21.8% | $4,528-33.8% |
| Admin fee / account holder | $164 | $398-58.7% | $5,472-97.0% | $348-52.8% |