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 | $33,872 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $12,558 |
ADP BROKER-DEALER10+ 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 | $21,188 | $62,127-65.9% | $81,382-74.0% | $74,495-71.6% |
| Participation rate | 88.0% | 64.0%+23.9pp | 69.5%+18.5pp | 67.2%+20.8pp |
| Annual return | 12.58% | 16.48%-3.9pp | 24.73%-12.2pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $716 | $1,882-62.0% | $2,463-70.9% | $2,623-72.7% |
| Participant deferral / active EE | $2,212 | $3,229-31.5% | $3,883-43.0% | $4,346-49.1% |
| Admin fee / account holder | $198 | $1,934-89.7% | $5,768-96.6% | $1,942-89.8% |