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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,854 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 49 1219 SE 15TH AVE · DEERFILED BEACH, FL 33441 | Other Services | $0 |
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 | $44,493 | $88,083-49.5% | $164,813-73.0% | $74,495-40.3% |
| Participation rate | 94.4% | 73.0%+21.4pp | 78.6%+15.8pp | 67.2%+27.2pp |
| Annual return | 11.59% | 17.26%-5.7pp | 69.93%-58.3pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,261 | $4,498+17.0% | $6,031-12.8% | $4,346+21.1% |
| Admin fee / account holder | $33 | $2,234-98.5% | $12,690-99.7% | $1,942-98.3% |