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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,664 |
ADP BROKER-DEALER5+ 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 | $22,552 | $54,762-58.8% | $90,281-75.0% | $72,985-69.1% |
| Participation rate | 95.9% | 65.1%+30.8pp | 73.3%+22.6pp | 69.5%+26.4pp |
| Annual return | 27.54% | 30.63%-3.1pp | 78.10%-50.6pp | 81.00%-53.5pp |
| Employer contribution / active EE | $1,852 | $2,092-11.5% | $2,854-35.1% | $2,440-24.1% |
| Participant deferral / active EE | $5,181 | $2,887+79.5% | $3,885+33.4% | $3,607+43.6% |
| Admin fee / account holder | $52 | $3,972-98.7% | $5,351-99.0% | $5,124-99.0% |