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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,674 |
Employer contribution per participant 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 | $6,535 | $37,426-82.5% | $77,482-91.6% | $79,858-91.8% |
| Participation rate | 70.9% | 41.5%+29.4pp | 54.2%+16.7pp | 69.6%+1.3pp |
| Annual return | 28.65% | 39.70%-11.1pp | 54.79%-26.1pp | 31.71%-3.1pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,259 | $1,260-0.1% | $1,861-32.4% | $3,740-66.3% |
| Admin fee / account holder | $227 | $2,504-90.9% | $2,858-92.0% | $5,306-95.7% |