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 |
|---|---|---|
Service code 15 · EIN 20-0440225 | Recordkeeping | $7,500 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,482 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $12,878 | $63,114-79.6% | $92,893-86.1% | $65,185-80.2% |
| Participation rate | 91.3% | 68.8%+22.6pp | 76.0%+15.3pp | 70.2%+21.1pp |
| Annual return | 21.35% | 28.75%-7.4pp | 109.41%-88.1pp | 29.38%-8.0pp |
| Employer contribution / active EE | $1,193 | $2,571-53.6% | $3,653-67.3% | $2,177-45.2% |
| Participant deferral / active EE | $2,683 | $3,108-13.7% | $4,236-36.7% | $3,514-23.6% |
| Admin fee / account holder | $141 | $624-77.4% | $5,794-97.6% | $847-83.4% |