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 6-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 |
|---|---|---|
NATIONAL ASSET MANAGEMENT4 years Filed as: NATIONAL ASSET MANAGEMENT, INC. Service code 15 · EIN 91-1648671 | Recordkeeping | $10,247 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,717 | $88,083-71.9% | $164,813-85.0% | $74,495-66.8% |
| Participation rate | 87.7% | 73.0%+14.6pp | 78.6%+9.1pp | 67.2%+20.5pp |
| Annual return | 13.30% | 17.26%-4.0pp | 69.93%-56.6pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $625 | $2,593-75.9% | $4,341-85.6% | $2,623-76.2% |
| Participant deferral / active EE | $4,405 | $4,498-2.1% | $6,031-27.0% | $4,346+1.4% |
| Admin fee / account holder | $55 | $2,234-97.5% | $12,690-99.6% | $1,942-97.2% |