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 | $7,556 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL2+ years Service code 49 100 SLADES FERRY AVE · SOMERSET, MA 02726 | 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).
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 | $6,931 | $50,637-86.3% | $86,590-92.0% | $62,292-88.9% |
| Participation rate | 84.9% | 67.9%+17.0pp | 73.5%+11.3pp | 69.5%+15.4pp |
| Annual return | 16.43% | 20.80%-4.4pp | 964.84%-948.4pp | 28.90%-12.5pp |
| Employer contribution / active EE | $390 | $2,075-81.2% | $2,839-86.3% | $2,042-80.9% |
| Participant deferral / active EE | $1,513 | $2,611-42.1% | $3,609-58.1% | $3,169-52.3% |
| Admin fee / account holder | $21 | $413-94.9% | $4,906-99.6% | $479-95.6% |