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 | $18,147 |
Filed as: ALLIANT INSURANCE AGENCY INC Service code 15 · EIN 33-0785439 | Recordkeeping | $10,646 |
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 | $19,960 | $78,483-74.6% | $106,201-81.2% | $74,546-73.2% |
| Participation rate | 90.8% | 72.8%+18.0pp | 75.3%+15.5pp | 67.2%+23.6pp |
| Annual return | 14.36% | 15.94%-1.6pp | 116.26%-101.9pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $2,598 | $2,522+3.0% | $3,170-18.0% | $2,624-1.0% |
| Participant deferral / active EE | $4,037 | $4,320-6.6% | $5,012-19.5% | $4,347-7.1% |
| Admin fee / account holder | $210 | $2,236-90.6% | $11,039-98.1% | $1,944-89.2% |