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 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,005 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,125 | $73,102-36.9% | $123,544-62.7% | $56,287-18.1% |
| Participation rate | 69.6% | 74.3%-4.7pp | 82.3%-12.7pp | 69.9%-0.2pp |
| Annual return | -8.21% | 3.01%-11.2pp | 119.20%-127.4pp | -9.96%+1.7pp |
| Employer contribution / active EE | $3,650 | $2,977+22.6% | $4,628-21.1% | $2,111+72.9% |
| Participant deferral / active EE | $6,636 | $5,423+22.4% | $6,426+3.3% | $3,350+98.1% |
| Admin fee / account holder | $21 | $554-96.1% | $9,284-99.8% | $521-95.9% |