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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,272 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $10,018 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $19,077 | $56,423-66.2% | $77,163-75.3% | $71,457-73.3% |
| Participation rate | 86.8% | 64.3%+22.5pp | 69.6%+17.2pp | 67.9%+18.9pp |
| Annual return | 14.52% | 19.05%-4.5pp | 37.87%-23.4pp | 28.85%-14.3pp |
| Employer contribution / active EE | $692 | $1,866-62.9% | $2,535-72.7% | $2,588-73.3% |
| Participant deferral / active EE | $2,023 | $3,142-35.6% | $3,833-47.2% | $4,289-52.8% |
| Admin fee / account holder | $183 | $1,429-87.2% | $5,472-96.7% | $1,587-88.5% |