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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,481 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $15,297 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $15,103 | $34,934-56.8% | $56,411-73.2% | $74,495-79.7% |
| Participation rate | 90.4% | 32.8%+57.6pp | 52.5%+38.0pp | 67.2%+23.2pp |
| Annual return | 12.01% | 25.94%-13.9pp | 1701.33%-1689.3pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $1,223 | $609+100.9% | $1,039+17.8% | $2,623-53.4% |
| Participant deferral / active EE | $3,038 | $1,170+159.6% | $1,952+55.6% | $4,346-30.1% |
| Admin fee / account holder | $218 | $2,364-90.8% | $2,829-92.3% | $1,942-88.8% |