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-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $350 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $24,548 | $52,884-53.6% | $84,750-71.0% | $55,167-55.5% |
| Participation rate | 30.4% | 67.5%-37.1pp | 76.6%-46.2pp | 69.0%-38.6pp |
| Annual return | 9.55% | 18.03%-8.5pp | 22.78%-13.2pp | 169.23%-159.7pp |
| Employer contribution / active EE | $949 | $2,233-57.5% | $3,574-73.4% | $1,963-51.6% |
| Participant deferral / active EE | $1,435 | $2,644-45.7% | $3,712-61.3% | $3,054-53.0% |
| Admin fee / account holder | $98 | $581-83.2% | $5,332-98.2% | $504-80.6% |