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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,863 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $37,667 | $46,722-19.4% | $130,648-71.2% | $65,185-42.2% |
| Participation rate | 55.2% | 60.9%-5.7pp | 71.7%-16.5pp | 70.2%-15.0pp |
| Annual return | 26.38% | 24.17%+2.2pp | 1708.96%-1682.6pp | 29.38%-3.0pp |
| Employer contribution / active EE | $1,494 | $1,488+0.5% | $4,092-63.5% | $2,177-31.3% |
| Participant deferral / active EE | $1,871 | $2,545-26.5% | $3,603-48.1% | $3,514-46.7% |
| Admin fee / account holder | $35 | $453-92.3% | $5,464-99.4% | $847-95.9% |