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 8-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 | $11,728 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $51,756 | $71,050-27.2% | $93,606-44.7% | $80,856-36.0% |
| Participation rate | 89.4% | 60.4%+29.0pp | 68.7%+20.6pp | 67.6%+21.7pp |
| Annual return | 16.22% | 11.26%+5.0pp | 133.20%-117.0pp | 35.59%-19.4pp |
| Employer contribution / active EE | $900 | $1,564-42.4% | $2,420-62.8% | $2,755-67.3% |
| Participant deferral / active EE | $4,999 | $4,034+23.9% | $4,411+13.3% | $4,296+16.4% |
| Admin fee / account holder | $107 | $6,945-98.5% | $8,285-98.7% | $6,918-98.5% |