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 7-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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,068 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MML INVESTORS SERVICES, LLC Service code 49 565 TAXTER ROAD · ELMSFORD, NY 10523 | Other Services | $0 |
TD AMERITRADE, INC.3 years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,395 | $56,423-67.4% | $77,163-76.2% | $71,457-74.3% |
| Participation rate | 42.2% | 64.3%-22.1pp | 69.6%-27.4pp | 67.9%-25.7pp |
| Annual return | 14.74% | 19.05%-4.3pp | 37.87%-23.1pp | 28.85%-14.1pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,535-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,269 | $3,142-27.8% | $3,833-40.8% | $4,289-47.1% |
| Admin fee / account holder | $19 | $1,429-98.7% | $5,472-99.7% | $1,587-98.8% |