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 | $2,925 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant 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 | $6,966 | $56,629-87.7% | $77,999-91.1% | $55,167-87.4% |
| Participation rate | 90.3% | 73.3%+17.0pp | 75.5%+14.8pp | 69.0%+21.4pp |
| Annual return | 10.01% | 2866.98%-2857.0pp | 425.96%-416.0pp | 169.23%-159.2pp |
| Employer contribution / active EE | $345 | $1,723-80.0% | $2,470-86.0% | $1,963-82.4% |
| Participant deferral / active EE | $1,332 | $2,777-52.0% | $3,497-61.9% | $3,054-56.4% |
| Admin fee / account holder | $64 | $467-86.4% | $5,480-98.8% | $504-87.4% |