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 5-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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,730 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 49 61 S PARAMUS RD · PARAMUS, NJ 07652 | 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).
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 | $6,458 | $56,423-88.6% | $77,163-91.6% | $71,457-91.0% |
| Participation rate | 94.0% | 64.3%+29.7pp | 69.6%+24.4pp | 67.9%+26.1pp |
| Annual return | 48.44% | 19.05%+29.4pp | 37.87%+10.6pp | 28.85%+19.6pp |
| Employer contribution / active EE | $1,077 | $1,866-42.3% | $2,535-57.5% | $2,588-58.4% |
| Participant deferral / active EE | $2,649 | $3,142-15.7% | $3,833-30.9% | $4,289-38.2% |
| Admin fee / account holder | $18 | $1,429-98.7% | $5,472-99.7% | $1,587-98.9% |