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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $16,420 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,517 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $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 | $12,792 | $60,261-78.8% | $81,783-84.4% | $74,546-82.8% |
| Participation rate | 97.5% | 62.9%+34.6pp | 72.4%+25.2pp | 67.2%+30.3pp |
| Annual return | 12.39% | 16.88%-4.5pp | 775.05%-762.7pp | 1366.03%-1353.6pp |
| Employer contribution / active EE | $2,538 | $2,622-3.2% | $2,913-12.9% | $2,624-3.3% |
| Participant deferral / active EE | $3,473 | $3,388+2.5% | $4,320-19.6% | $4,347-20.1% |
| Admin fee / account holder | $56 | $1,482-96.2% | $7,380-99.2% | $1,944-97.1% |