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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $14,760 |
Service code 15 · EIN 26-2219855 | Recordkeeping | $5,385 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $17,751 | $47,977-63.0% | $154,107-88.5% | $56,287-68.5% |
| Participation rate | 77.7% | 66.2%+11.5pp | 83.0%-5.3pp | 69.9%+7.8pp |
| Annual return | 6.15% | 3.54%+2.6pp | 735.12%-729.0pp | -9.96%+16.1pp |
| Employer contribution / active EE | $1,242 | $2,169-42.7% | $5,298-76.6% | $2,111-41.2% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $140 | $438-68.1% | $13,411-99.0% | $521-73.1% |