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 | $17,684 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC Service code 49 411 UNIVERSITY RDG · GREENVILLE, SC 29601 | 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 | $46,427 | $78,483-40.8% | $106,201-56.3% | $74,546-37.7% |
| Participation rate | 39.8% | 72.8%-33.0pp | 75.3%-35.5pp | 67.2%-27.4pp |
| Annual return | 21.60% | 15.94%+5.7pp | 116.26%-94.7pp | 1366.03%-1344.4pp |
| Employer contribution / active EE | $711 | $2,522-71.8% | $3,170-77.6% | $2,624-72.9% |
| Participant deferral / active EE | $2,286 | $4,320-47.1% | $5,012-54.4% | $4,347-47.4% |
| Admin fee / account holder | $152 | $2,236-93.2% | $11,039-98.6% | $1,944-92.2% |