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 5-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 | $3,615 |
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 | $20,835 | $84,936-75.5% | $111,297-81.3% | $79,386-73.8% |
| Participation rate | 79.2% | 75.9%+3.4pp | 77.3%+1.9pp | 70.7%+8.5pp |
| Annual return | 18.53% | 17.45%+1.1pp | 54.65%-36.1pp | 116.85%-98.3pp |
| Employer contribution / active EE | $862 | $1,979-56.4% | $2,731-68.4% | $2,427-64.5% |
| Participant deferral / active EE | $2,508 | $3,888-35.5% | $4,487-44.1% | $4,046-38.0% |
| Admin fee / account holder | $22 | $537-95.9% | $7,964-99.7% | $626-96.5% |