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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,136 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 720 E WISCONSIN AVE · LAYTON, UT 84040 | Other Services | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,441 | $176,947-86.8% | $167,512-86.0% | - |
| Participation rate | 82.8% | 61.8%+21.0pp | 77.1%+5.8pp | - |
| Annual return | 18.70% | 15.13%+3.6pp | 1615.79%-1597.1pp | - |
| Employer contribution / active EE | $1,621 | $2,196-26.2% | $3,882-58.2% | - |
| Participant deferral / active EE | $3,298 | $4,114-19.8% | $6,405-48.5% | - |
| Admin fee / account holder | $61 | $22,209-99.7% | $9,769-99.4% | - |