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 9-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 |
|---|---|---|
BERGIN ROBERTS & CO, LLC4 years Service code 15 · EIN 26-4567336 | Recordkeeping | $14,001 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,600 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,049 | $82,978-52.9% | $129,995-70.0% | $71,457-45.4% |
| Participation rate | 56.5% | 74.1%-17.6pp | 78.5%-22.0pp | 67.9%-11.5pp |
| Annual return | 19.06% | 20.60%-1.5pp | -137.18%+156.2pp | 28.85%-9.8pp |
| Employer contribution / active EE | $1,692 | $2,622-35.5% | $4,320-60.8% | $2,588-34.6% |
| Participant deferral / active EE | $3,173 | $4,432-28.4% | $5,820-45.5% | $4,289-26.0% |
| Admin fee / account holder | $124 | $1,729-92.8% | $10,614-98.8% | $1,587-92.2% |