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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,145 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 1801 K ST NW · WASHINGTON, DC 20006 | 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).
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 | $5,907 | $58,208-89.9% | $81,812-92.8% | $80,856-92.7% |
| Participation rate | 94.3% | 63.4%+30.9pp | 72.3%+21.9pp | 67.6%+26.6pp |
| Annual return | 24.58% | 41.66%-17.1pp | 773.79%-749.2pp | 35.59%-11.0pp |
| Employer contribution / active EE | $3,921 | $2,340+67.6% | $2,912+34.6% | $2,755+42.3% |
| Participant deferral / active EE | $2,483 | $3,281-24.3% | $4,319-42.5% | $4,296-42.2% |
| Admin fee / account holder | $8 | $4,981-99.8% | $7,386-99.9% | $6,918-99.9% |