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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,130 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: CALTON AND 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 | $33,886 | $51,466-34.2% | $78,778-57.0% | $62,292-45.6% |
| Participation rate | 74.5% | 59.8%+14.7pp | 69.2%+5.3pp | 69.5%+5.0pp |
| Annual return | 17.63% | 19.96%-2.3pp | 35.62%-18.0pp | 28.90%-11.3pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,966 | $2,147+84.7% | $2,958+34.1% | $3,169+25.2% |
| Admin fee / account holder | $9 | $489-98.2% | $5,134-99.8% | $479-98.2% |