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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $975 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CALTON & ASSOCIATES, INC.2+ years Filed as: CALTON & ASSOCIATES Service code 49 1123 BROADWAY · NEW YORK, NY 10010 | Other Services | $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 | $28,184 | $64,739-56.5% | $71,796-60.7% | - |
| Participation rate | 70.7% | 64.9%+5.8pp | 69.1%+1.6pp | - |
| Annual return | 9.56% | 2.75%+6.8pp | 78.04%-68.5pp | - |
| Employer contribution / active EE | $0 | $927-100.0% | $1,924-100.0% | - |
| Participant deferral / active EE | $3,931 | $1,955+101.1% | $2,794+40.7% | - |
| Admin fee / account holder | $8 | $2,577-99.7% | $4,815-99.8% | - |