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 | $29,462 |
CARY KANE LLP4 years Filed as: CARY ST PARTNERS INVESTMENT ADVISOR Service code 15 · EIN 26-0070474 | Recordkeeping | $8,887 |
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).
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 | $19,817 | $101,317-80.4% | $146,958-86.5% | $74,495-73.4% |
| Participation rate | 94.1% | 75.5%+18.5pp | 82.2%+11.9pp | 67.2%+26.9pp |
| Annual return | 11.16% | 8730.91%-8719.8pp | 418.34%-407.2pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,998 | $7,303-45.3% | $8,070-50.5% | $4,346-8.0% |
| Admin fee / account holder | $272 | $1,739-84.4% | $12,998-97.9% | $1,942-86.0% |