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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,325 |
Filed as: SILVERSTONE ASSET MANAGEMENT, INC. Service code 15 · EIN 20-1113894 | Recordkeeping | $13,140 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,385 | $58,879-29.7% | $178,490-76.8% | $73,488-43.7% |
| Participation rate | 44.3% | 66.2%-21.9pp | 81.9%-37.6pp | 70.7%-26.4pp |
| Annual return | 16.83% | 24.86%-8.0pp | 151.07%-134.2pp | 28.51%-11.7pp |
| Employer contribution / active EE | $333 | $2,236-85.1% | $5,011-93.3% | $2,270-85.3% |
| Participant deferral / active EE | $1,175 | $2,567-54.2% | $5,202-77.4% | $3,740-68.6% |
| Admin fee / account holder | $298 | $400-25.6% | $13,984-97.9% | $513-41.9% |