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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,231 |
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 | $10,239 | $47,126-78.3% | $149,673-93.2% | $74,419-86.2% |
| Participation rate | 71.9% | 63.4%+8.5pp | 78.8%-6.9pp | 70.7%+1.1pp |
| Annual return | 33.29% | 22.75%+10.5pp | 134.42%-101.1pp | 34.38%-1.1pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,028 | $2,728+11.0% | $5,680-46.7% | $4,528-33.1% |
| Admin fee / account holder | $15 | $343-95.6% | $13,210-99.9% | $348-95.7% |