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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $14,299 |
401K ADVISORS INC1 year Service code 15 · EIN 33-0905143 | Recordkeeping | $8,793 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,742 | $95,776-79.4% | $162,163-87.8% | $77,787-74.6% |
| Participation rate | 62.4% | 88.6%-26.3pp | 87.6%-25.2pp | 73.2%-10.8pp |
| Annual return | 373.06% | 37.03%+336.0pp | 115.59%+257.5pp | 32.57%+340.5pp |
| Employer contribution / active EE | $1,744 | $3,874-55.0% | $5,614-68.9% | $2,504-30.4% |
| Participant deferral / active EE | $4,588 | $6,125-25.1% | $7,298-37.1% | $3,967+15.7% |
| Admin fee / account holder | $36 | $88-59.0% | $10,843-99.7% | $100-64.1% |