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 | $18,538 |
Filed as: SILVERSTONE ASSET MANAGEMENT, INC. Service code 15 · EIN 20-1113894 | Recordkeeping | $15,856 |
ADP BROKER-DEALER10+ 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $49,603 | $55,415-10.5% | $155,509-68.1% | $74,495-33.4% |
| Participation rate | 52.0% | 61.9%-9.9pp | 78.2%-26.2pp | 67.2%-15.2pp |
| Annual return | 11.48% | 268.50%-257.0pp | 64.67%-53.2pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $495 | $2,267-78.1% | $4,672-89.4% | $2,623-81.1% |
| Participant deferral / active EE | $1,836 | $2,836-35.2% | $5,626-67.4% | $4,346-57.7% |
| Admin fee / account holder | $351 | $1,738-79.8% | $15,912-97.8% | $1,942-81.9% |