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 3-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 | $46,003 |
Filed as: AMERICAN ENTERPRISE INVESTMENT SERV Service code 15 · EIN 41-1667086 | Recordkeeping | $13,108 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,307 | $54,193-75.4% | $93,654-85.8% | $77,671-82.9% |
| Participation rate | 86.4% | 63.9%+22.5pp | 68.7%+17.7pp | 70.6%+15.8pp |
| Annual return | 15.90% | 30.54%-14.6pp | 133.34%-117.4pp | 31.21%-15.3pp |
| Employer contribution / active EE | $259 | $1,168-77.8% | $2,421-89.3% | $2,726-90.5% |
| Participant deferral / active EE | $3,570 | $3,144+13.6% | $4,413-19.1% | $4,648-23.2% |
| Admin fee / account holder | $194 | $576-66.2% | $8,282-97.7% | $430-54.8% |