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-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,603 |
ADP BROKER-DEALER3+ 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,783 | $36,806-59.8% | $69,647-78.8% | $77,643-81.0% |
| Participation rate | 91.7% | 64.4%+27.3pp | 66.5%+25.2pp | 70.6%+21.1pp |
| Annual return | 14.70% | 38.81%-24.1pp | 100.48%-85.8pp | 31.24%-16.5pp |
| Employer contribution / active EE | $1,913 | $1,257+52.2% | $1,712+11.7% | $2,726-29.8% |
| Participant deferral / active EE | $3,777 | $2,738+37.9% | $2,886+30.9% | $4,647-18.7% |
| Admin fee / account holder | $43 | $507-91.6% | $4,713-99.1% | $430-90.1% |