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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,885 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $9,698 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,321 | $55,416-88.6% | $75,972-91.7% | $77,643-91.9% |
| Participation rate | 83.1% | 63.6%+19.5pp | 69.1%+14.0pp | 70.6%+12.5pp |
| Annual return | 25.68% | 17.07%+8.6pp | 359.55%-333.9pp | 31.24%-5.6pp |
| Employer contribution / active EE | $603 | $1,788-66.3% | $2,685-77.5% | $2,726-77.9% |
| Participant deferral / active EE | $3,287 | $3,447-4.6% | $4,255-22.7% | $4,647-29.3% |
| Admin fee / account holder | $59 | $414-85.8% | $6,467-99.1% | $430-86.3% |