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 52 · EIN 13-5674085 | Indirect Investment Fees | $20,123 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,763 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $36,581 | $44,425-17.7% | $67,834-46.1% | $55,167-33.7% |
| Participation rate | 56.1% | 59.7%-3.6pp | 68.8%-12.7pp | 69.0%-12.9pp |
| Annual return | 5.96% | 17.80%-11.8pp | 138.47%-132.5pp | 169.23%-163.3pp |
| Employer contribution / active EE | $303 | $1,351-77.6% | $2,403-87.4% | $1,963-84.6% |
| Participant deferral / active EE | $1,852 | $2,166-14.5% | $3,160-41.4% | $3,054-39.4% |
| Admin fee / account holder | $58 | $530-89.0% | $4,622-98.7% | $504-88.5% |