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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,220 |
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 | $22,304 | $64,909-65.6% | $82,313-72.9% | $62,292-64.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 22.33% | 21.18%+1.1pp | 25.88%-3.5pp | 28.90%-6.6pp |
| Employer contribution / active EE | $1,432 | $1,676-14.6% | $2,428-41.0% | $2,042-29.9% |
| Participant deferral / active EE | $2,555 | $3,103-17.7% | $3,706-31.1% | $3,169-19.4% |
| Admin fee / account holder | $10 | $440-97.8% | $5,608-99.8% | $479-98.0% |