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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,931 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | 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 | $13,760 | $81,474-83.1% | $133,956-89.7% | $73,488-81.3% |
| Participation rate | 89.8% | 76.4%+13.4pp | 79.8%+9.9pp | 70.7%+19.1pp |
| Annual return | 17.83% | 19.40%-1.6pp | 45.09%-27.3pp | 28.51%-10.7pp |
| Employer contribution / active EE | $1,009 | $2,209-54.3% | $3,919-74.3% | $2,270-55.6% |
| Participant deferral / active EE | $2,979 | $3,786-21.3% | $5,048-41.0% | $3,740-20.3% |
| Admin fee / account holder | $18 | $713-97.5% | $8,927-99.8% | $513-96.6% |