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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,176 |
WATTS GWILLIAM & CO2 years Filed as: WATTS GWILLIAM & COMPANY Service code 15 · EIN 20-0968191 | Recordkeeping | $16,724 |
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 | $6,114 | $46,292-86.8% | $143,757-95.7% | $64,808-90.6% |
| Participation rate | 82.0% | 64.2%+17.8pp | 80.3%+1.7pp | 71.5%+10.5pp |
| Annual return | -16.66% | -10.05%-6.6pp | -0.04%-16.6pp | 32.82%-49.5pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $3,031 | $2,646+14.6% | $5,637-46.2% | $4,310-29.7% |
| Admin fee / account holder | $60 | $154-61.0% | $14,673-99.6% | $188-68.0% |