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 | $50,286 |
401K ADVISORS INC1 year Service code 15 · EIN 33-0905143 | Recordkeeping | $6,367 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,014 | $104,475-79.9% | $159,436-86.8% | $79,386-73.5% |
| Participation rate | 79.5% | 76.6%+2.9pp | 82.8%-3.3pp | 70.7%+8.8pp |
| Annual return | 12.22% | 67.95%-55.7pp | 263.57%-251.3pp | 116.85%-104.6pp |
| Employer contribution / active EE | $5,350 | $3,417+56.6% | $4,829+10.8% | $2,427+120.4% |
| Participant deferral / active EE | $858 | $6,467-86.7% | $7,352-88.3% | $4,046-78.8% |
| Admin fee / account holder | $314 | $711-55.8% | $10,799-97.1% | $626-49.8% |