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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $23,200 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,188 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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 | $8,335 | $78,485-89.4% | $106,213-92.2% | $74,495-88.8% |
| Participation rate | 94.2% | 72.8%+21.4pp | 75.3%+18.9pp | 67.2%+27.0pp |
| Annual return | 11.03% | 15.95%-4.9pp | 116.14%-105.1pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $1,022 | $2,523-59.5% | $3,171-67.8% | $2,623-61.0% |
| Participant deferral / active EE | $2,768 | $4,322-36.0% | $5,016-44.8% | $4,346-36.3% |
| Admin fee / account holder | $60 | $2,232-97.3% | $11,033-99.5% | $1,942-96.9% |