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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,905 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CAMBRIDGE INVESTMENT RESEARCH9+ 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.
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 | $30,714 | $66,457-53.8% | $81,382-62.3% | $77,643-60.4% |
| Participation rate | 28.7% | 68.7%-40.1pp | 69.5%-40.8pp | 70.6%-41.9pp |
| Annual return | 29.50% | 15.93%+13.6pp | 24.73%+4.8pp | 31.24%-1.7pp |
| Employer contribution / active EE | $942 | $2,159-56.4% | $2,463-61.7% | $2,726-65.4% |
| Participant deferral / active EE | $1,460 | $3,679-60.3% | $3,883-62.4% | $4,647-68.6% |
| Admin fee / account holder | $20 | $583-96.5% | $5,768-99.6% | $430-95.3% |