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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,135 |
ADP BROKER-DEALER3 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).
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 | $18,111 | $83,884-78.4% | $64,056-71.7% | $74,419-75.7% |
| Participation rate | 96.7% | 76.6%+20.1pp | 72.3%+24.4pp | 70.7%+25.9pp |
| Annual return | 23.80% | 16.57%+7.2pp | 33.69%-9.9pp | 34.38%-10.6pp |
| Employer contribution / active EE | $971 | $3,084-68.5% | $2,747-64.7% | $2,637-63.2% |
| Participant deferral / active EE | $3,208 | $3,692-13.1% | $3,880-17.3% | $4,528-29.2% |
| Admin fee / account holder | $110 | $196-44.1% | $3,068-96.4% | $348-68.5% |