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 9-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 | $2,640 |
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 | $23,917 | $73,638-67.5% | $108,410-77.9% | $79,386-69.9% |
| Participation rate | 79.2% | 77.4%+1.8pp | 80.1%-0.9pp | 70.7%+8.5pp |
| Annual return | 33.28% | 33.27%0pp | 905.27%-872.0pp | 116.85%-83.6pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,558-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $7,423 | $6,218+19.4% | $6,563+13.1% | $4,046+83.5% |
| Admin fee / account holder | $18 | $638-97.2% | $7,295-99.8% | $626-97.2% |