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.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,241 |
EDWARD JONES1+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $7,613 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,537 | $44,960-85.5% | $84,966-92.3% | $74,495-91.2% |
| Participation rate | 72.7% | 49.4%+23.3pp | 67.5%+5.2pp | 67.2%+5.5pp |
| Annual return | 11.80% | 26.24%-14.4pp | 66.38%-54.6pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $878 | $1,457-39.7% | $2,727-67.8% | $2,623-66.5% |
| Participant deferral / active EE | $1,587 | $2,731-41.9% | $4,519-64.9% | $4,346-63.5% |
| Admin fee / account holder | $131 | $2,209-94.1% | $6,149-97.9% | $1,942-93.3% |