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 8-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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $925 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,418 | $58,320-53.0% | $86,436-68.3% | $66,914-59.0% |
| Participation rate | 75.8% | 78.6%-2.8pp | 80.3%-4.5pp | 69.8%+6.0pp |
| Annual return | 95.65% | -9.71%+105.4pp | 4394.89%-4299.2pp | 1.58%+94.1pp |
| Employer contribution / active EE | $3,712 | $2,615+41.9% | $3,769-1.5% | $2,544+45.9% |
| Participant deferral / active EE | $8,175 | $6,899+18.5% | $6,952+17.6% | $4,237+93.0% |
| Admin fee / account holder | $5 | $546-99.1% | $6,731-99.9% | $593-99.1% |