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 7-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 | $610 |
Participant contribution per participant 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).
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 | $2,210 | $59,402-96.3% | $93,654-97.6% | $74,546-97.0% |
| Participation rate | 92.9% | 59.7%+33.2pp | 68.7%+24.2pp | 67.2%+25.7pp |
| Annual return | 11.31% | 81.86%-70.5pp | 133.34%-122.0pp | 1366.03%-1354.7pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,421-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $391 | $3,049-87.2% | $4,413-91.1% | $4,347-91.0% |
| Admin fee / account holder | $15 | $3,023-99.5% | $8,282-99.8% | $1,944-99.2% |