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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,802 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SILVER OAK SECURITIES. INC4 years Filed as: SILVER OAK SECURITIES Service code 49 205 POWELL PLACE SUITE 357 · BRENTWOOD, TN 37027 | Other Services | $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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,710 | $79,171-73.8% | $102,423-79.8% | $74,495-72.2% |
| Participation rate | 88.9% | 74.8%+14.1pp | 76.5%+12.4pp | 67.2%+21.7pp |
| Annual return | 15.24% | 54.93%-39.7pp | 29.32%-14.1pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $2,546 | $2,362+7.8% | $3,023-15.8% | $2,623-2.9% |
| Participant deferral / active EE | $4,596 | $4,415+4.1% | $5,053-9.0% | $4,346+5.7% |
| Admin fee / account holder | $45 | $2,001-97.7% | $9,451-99.5% | $1,942-97.7% |