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 9-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 | $8,246 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,991 | $57,281-84.3% | $86,612-89.6% | $75,163-88.0% |
| Participation rate | 89.7% | 63.2%+26.5pp | 71.7%+18.0pp | 67.2%+22.5pp |
| Annual return | 19.00% | 2670.75%-2651.7pp | 591.07%-572.1pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,286 | $2,314-44.4% | $3,022-57.4% | $2,670-51.8% |
| Participant deferral / active EE | $2,899 | $3,318-12.6% | $4,438-34.7% | $4,125-29.7% |
| Admin fee / account holder | $40 | $4,112-99.0% | $5,614-99.3% | $5,651-99.3% |