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 6-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,603 |
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 | $23,284 | $87,870-73.5% | $113,168-79.4% | $74,304-68.7% |
| Participation rate | 98.8% | 70.7%+28.1pp | 76.6%+22.3pp | 60.3%+38.5pp |
| Annual return | 21.20% | 26.44%-5.2pp | 24.27%-3.1pp | 29.43%-8.2pp |
| Employer contribution / active EE | $2,601 | $2,277+14.2% | $2,975-12.6% | $2,241+16.1% |
| Participant deferral / active EE | $3,907 | $4,241-7.9% | $5,107-23.5% | $3,767+3.7% |
| Admin fee / account holder | $57 | $3,368-98.3% | $12,068-99.5% | $2,969-98.1% |