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 9-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 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,403 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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 | $7,982 | $57,354-86.1% | $83,848-90.5% | $64,186-87.6% |
| Participation rate | 92.8% | 68.6%+24.2pp | 76.1%+16.6pp | 69.6%+23.2pp |
| Annual return | -9.51% | 11.38%-20.9pp | 850.88%-860.4pp | 7.63%-17.1pp |
| Employer contribution / active EE | $1,061 | $2,545-58.3% | $3,631-70.8% | $2,381-55.4% |
| Participant deferral / active EE | $2,415 | $2,993-19.3% | $4,082-40.8% | $3,470-30.4% |
| Admin fee / account holder | $76 | $4,046-98.1% | $5,478-98.6% | $4,888-98.5% |