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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $25,203 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,000 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $51,135 | $80,753-36.7% | $136,294-62.5% | $62,292-17.9% |
| Participation rate | 75.0% | 73.5%+1.5pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 19.24% | 35.83%-16.6pp | 5155.94%-5136.7pp | 28.90%-9.7pp |
| Employer contribution / active EE | $1,468 | $2,884-49.1% | $4,695-68.7% | $2,042-28.1% |
| Participant deferral / active EE | $8,051 | $5,164+55.9% | $6,247+28.9% | $3,169+154.0% |
| Admin fee / account holder | $10 | $525-98.0% | $9,243-99.9% | $479-97.8% |