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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,104 |
ELLIOTT DAVIS, LLC1 year Filed as: ELLIOTT DAVIS , LLC Service code 15 · EIN 57-0381582 | Recordkeeping | $22,000 |
ADP BROKER-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 | Investment Management | $3,968 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $28,211 | $45,312-37.7% | $86,233-67.3% | $67,986-58.5% |
| Participation rate | 81.1% | 42.4%+38.7pp | 69.0%+12.1pp | 57.2%+23.9pp |
| Annual return | 13.76% | 24.79%-11.0pp | 61.39%-47.6pp | 31.67%-17.9pp |
| Employer contribution / active EE | $182 | $1,160-84.3% | $2,504-92.7% | $2,019-91.0% |
| Participant deferral / active EE | $2,076 | $2,185-5.0% | $4,559-54.5% | $3,358-38.2% |
| Admin fee / account holder | $359 | $3,295-89.1% | $8,342-95.7% | $3,203-88.8% |