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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,529 |
TCWP, LLC1 year Service code 15 · EIN 84-2483058 | Recordkeeping | $8,808 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $18,888 | $82,978-77.2% | $129,995-85.5% | $71,457-73.6% |
| Participation rate | 87.6% | 74.1%+13.5pp | 78.5%+9.1pp | 67.9%+19.7pp |
| Annual return | 14.98% | 20.60%-5.6pp | -137.18%+152.2pp | 28.85%-13.9pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,320-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,163 | $4,432-51.2% | $5,820-62.8% | $4,289-49.6% |
| Admin fee / account holder | $241 | $1,729-86.0% | $10,614-97.7% | $1,587-84.8% |