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 10-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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $58,704 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $42,617 |
MORNINGSTAR1 year Filed as: MORNINGSTAR RETIREMENT MANAGER Service code 26 22 W WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $540 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $114,821 | $59,417+93.2% | $93,606+22.7% | $74,495+54.1% |
| Participation rate | 99.6% | 59.7%+39.9pp | 68.7%+30.9pp | 67.2%+32.4pp |
| Annual return | 8.76% | 81.83%-73.1pp | 133.20%-124.4pp | 1364.94%-1356.2pp |
| Employer contribution / active EE | $2,528 | $1,264+100.0% | $2,420+4.5% | $2,623-3.6% |
| Participant deferral / active EE | $4,573 | $3,050+49.9% | $4,411+3.7% | $4,346+5.2% |
| Admin fee / account holder | $487 | $3,021-83.9% | $8,285-94.1% | $1,942-74.9% |