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 9-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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,469 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,639 | $52,953-74.2% | $172,739-92.1% | $65,185-79.1% |
| Participation rate | 81.1% | 66.2%+14.9pp | 82.6%-1.6pp | 70.2%+10.9pp |
| Annual return | 26.72% | 30.12%-3.4pp | 802.84%-776.1pp | 29.38%-2.7pp |
| Employer contribution / active EE | $2,908 | $2,190+32.8% | $5,143-43.5% | $2,177+33.6% |
| Participant deferral / active EE | $2,844 | $2,471+15.1% | $5,198-45.3% | $3,514-19.1% |
| Admin fee / account holder | $23 | $472-95.1% | $13,954-99.8% | $847-97.3% |