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 | $48,750-42.1% | $88,946-68.3% | $74,304-62.0% |
| Participation rate | 81.1% | 44.5%+36.6pp | 68.8%+12.3pp | 60.3%+20.8pp |
| Annual return | 13.76% | 25.91%-12.1pp | 57.82%-44.1pp | 29.43%-15.7pp |
| Employer contribution / active EE | $182 | $1,255-85.5% | $2,555-92.9% | $2,241-91.9% |
| Participant deferral / active EE | $2,076 | $2,423-14.3% | $4,581-54.7% | $3,767-44.9% |
| Admin fee / account holder | $359 | $3,756-90.4% | $8,261-95.7% | $2,969-87.9% |