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 7-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 | $4,521 |
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 | $12,116 | $144,511-91.6% | $67,511-82.1% | - |
| Participation rate | 88.9% | 69.6%+19.3pp | 72.9%+16.0pp | - |
| Annual return | 13.31% | 20.96%-7.7pp | 3517.41%-3504.1pp | - |
| Employer contribution / active EE | $1,547 | $2,331-33.6% | $2,733-43.4% | - |
| Participant deferral / active EE | $4,499 | $3,447+30.5% | $4,000+12.5% | - |
| Admin fee / account holder | $26 | $8,271-99.7% | $3,999-99.3% | - |