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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,427 |
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).
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 | $11,918 | $46,292-74.3% | $143,757-91.7% | $64,808-81.6% |
| Participation rate | 93.0% | 64.2%+28.8pp | 80.3%+12.7pp | 71.5%+21.5pp |
| Annual return | -17.19% | -10.05%-7.1pp | -0.04%-17.1pp | 32.82%-50.0pp |
| Employer contribution / active EE | $1,481 | $1,910-22.5% | $4,951-70.1% | $2,506-40.9% |
| Participant deferral / active EE | $2,702 | $2,646+2.1% | $5,637-52.1% | $4,310-37.3% |
| Admin fee / account holder | $18 | $154-88.4% | $14,673-99.9% | $188-90.5% |