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-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $56,893 |
AMERICAN FUNDS1 year Filed as: THE CAPITAL GROUP Service code 15 · EIN 46-4255096 | Recordkeeping | $22,137 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $10,904 | $40,385-73.0% | $80,569-86.5% | $74,419-85.3% |
| Participation rate | 80.7% | 47.4%+33.3pp | 67.0%+13.7pp | 70.7%+10.0pp |
| Annual return | 103.38% | 164.85%-61.5pp | 935.43%-832.0pp | 34.38%+69.0pp |
| Employer contribution / active EE | $2,251 | $1,496+50.4% | $2,723-17.4% | $2,637-14.7% |
| Participant deferral / active EE | $950 | $2,674-64.5% | $4,447-78.6% | $4,528-79.0% |
| Admin fee / account holder | $91 | $720-87.3% | $5,377-98.3% | $348-73.8% |