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 3-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-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,276 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MML INVESTORS Service code 49 1150 RARITAN ROAD · CRANFORD, NJ 07016 | 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).
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 | $9,252 | $31,038-70.2% | $65,255-85.8% | $74,419-87.6% |
| Participation rate | 91.8% | 66.9%+24.9pp | 65.0%+26.8pp | 70.7%+21.1pp |
| Annual return | 23.03% | 38.60%-15.6pp | 47.35%-24.3pp | 34.38%-11.4pp |
| Employer contribution / active EE | $1,767 | $1,188+48.7% | $1,691+4.5% | $2,637-33.0% |
| Participant deferral / active EE | $3,195 | $2,792+14.4% | $2,831+12.9% | $4,528-29.4% |
| Admin fee / account holder | $29 | $299-90.3% | $4,112-99.3% | $348-91.7% |