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 6-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-DEALER6+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $75,014 |
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 | $8,535 | $56,767-85.0% | $101,794-91.6% | $85,563-90.0% |
| Participation rate | 75.5% | 57.6%+17.9pp | 69.2%+6.3pp | 66.0%+9.6pp |
| Annual return | 17.42% | 17.76%-0.3pp | 30.53%-13.1pp | 31.51%-14.1pp |
| Employer contribution / active EE | $0 | $1,112-100.0% | $2,289-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,495 | $2,720-45.0% | $4,084-63.4% | $4,375-65.8% |
| Admin fee / account holder | $131 | $1,098-88.0% | $8,777-98.5% | $834-84.2% |