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 |
|---|---|---|
Service code 15 · EIN 82-5320133 | Recordkeeping | $9,116 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,725 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,207 | $105,181-77.9% | $159,436-85.4% | $85,850-73.0% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.8%+6.1pp | 69.3%+19.6pp |
| Annual return | 12.42% | 45.07%-32.6pp | 263.57%-251.1pp | 318.53%-306.1pp |
| Employer contribution / active EE | $3,238 | $3,318-2.4% | $4,829-33.0% | $2,565+26.2% |
| Participant deferral / active EE | $6,438 | $5,945+8.3% | $7,352-12.4% | $3,952+62.9% |
| Admin fee / account holder | $170 | $6,933-97.5% | $10,799-98.4% | $6,260-97.3% |