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 4-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 | $12,229 |
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 | $6,883 | $45,343-84.8% | $150,298-95.4% | $67,986-89.9% |
| Participation rate | 88.8% | 51.9%+37.0pp | 77.8%+11.1pp | 57.2%+31.6pp |
| Annual return | 13.02% | 33.28%-20.3pp | 62.79%-49.8pp | 31.67%-18.6pp |
| Employer contribution / active EE | $1,090 | $1,462-25.4% | $4,154-73.8% | $2,019-46.0% |
| Participant deferral / active EE | $2,058 | $2,055+0.2% | $5,453-62.3% | $3,358-38.7% |
| Admin fee / account holder | $75 | $2,250-96.6% | $14,116-99.5% | $3,203-97.6% |