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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $915 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $7,826 | $53,127-85.3% | $86,590-91.0% | $70,131-88.8% |
| Participation rate | 94.7% | 65.3%+29.4pp | 73.5%+21.2pp | 69.5%+25.2pp |
| Annual return | 18.65% | 27.66%-9.0pp | 964.84%-946.2pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,346 | $2,068-34.9% | $2,839-52.6% | $2,342-42.5% |
| Participant deferral / active EE | $3,393 | $2,696+25.9% | $3,609-6.0% | $3,332+1.8% |
| Admin fee / account holder | $3 | $3,585-99.9% | $4,906-99.9% | $4,645-99.9% |