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 52 · EIN 13-5674085 | Indirect Investment Fees | $20,444 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $16,984 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,177 | $49,138+14.3% | $84,015-33.1% | $65,185-13.8% |
| Participation rate | 55.3% | 60.7%-5.4pp | 69.0%-13.7pp | 70.2%-14.9pp |
| Annual return | 22.80% | 23.00%-0.2pp | 71.31%-48.5pp | 29.38%-6.6pp |
| Employer contribution / active EE | $814 | $914-10.9% | $1,983-59.0% | $2,177-62.6% |
| Participant deferral / active EE | $1,375 | $2,397-42.6% | $3,239-57.5% | $3,514-60.9% |
| Admin fee / account holder | $177 | $543-67.4% | $6,101-97.1% | $847-79.1% |