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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,372 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,113 | $33,067-69.4% | $76,523-86.8% | $56,287-82.0% |
| Participation rate | 97.4% | 55.4%+42.0pp | 68.0%+29.4pp | 69.9%+27.5pp |
| Annual return | -8.42% | 2.72%-11.1pp | -0.27%-8.2pp | -9.96%+1.5pp |
| Employer contribution / active EE | $914 | $1,200-23.9% | $2,647-65.5% | $2,111-56.7% |
| Participant deferral / active EE | $3,390 | $2,240+51.3% | $3,835-11.6% | $3,350+1.2% |
| Admin fee / account holder | $59 | $537-89.0% | $4,848-98.8% | $521-88.7% |