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 |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,145 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CAMBRIDGE INVESTMENT RESEARCH8+ years Service code 49 4018 WHARTON TURN · BOWIE, MD 20715 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,493 | $69,823-52.0% | $77,163-56.6% | $74,419-55.0% |
| Participation rate | 22.0% | 70.0%-48.0pp | 69.6%-47.5pp | 70.7%-48.7pp |
| Annual return | 19.00% | 19.98%-1.0pp | 37.87%-18.9pp | 34.38%-15.4pp |
| Employer contribution / active EE | $971 | $2,150-54.9% | $2,535-61.7% | $2,637-63.2% |
| Participant deferral / active EE | $1,425 | $3,558-59.9% | $3,833-62.8% | $4,528-68.5% |
| Admin fee / account holder | $18 | $398-95.5% | $5,472-99.7% | $348-94.9% |