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 |
|---|---|---|
Service code 15 · EIN 20-0874777 | Recordkeeping | $13,027 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,885 |
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 | $7,800 | $37,426-79.2% | $77,482-89.9% | $79,858-90.2% |
| Participation rate | 75.0% | 41.5%+33.5pp | 54.2%+20.8pp | 69.6%+5.4pp |
| Annual return | 12.54% | 39.70%-27.2pp | 54.79%-42.2pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,043 | $637+63.9% | $986+5.8% | $2,471-57.8% |
| Participant deferral / active EE | $1,771 | $1,260+40.6% | $1,861-4.8% | $3,740-52.6% |
| Admin fee / account holder | $76 | $2,504-96.9% | $2,858-97.3% | $5,306-98.6% |