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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,132 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $17,947 | $73,981-75.7% | $105,722-83.0% | $62,891-71.5% |
| Participation rate | 93.2% | 71.7%+21.5pp | 78.9%+14.3pp | 69.3%+23.9pp |
| Annual return | 8.54% | 17.60%-9.1pp | 12.25%-3.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $489 | $2,856-82.9% | $4,079-88.0% | $2,281-78.5% |
| Participant deferral / active EE | $2,508 | $4,038-37.9% | $5,326-52.9% | $3,203-21.7% |
| Admin fee / account holder | $176 | $5,976-97.1% | $8,308-97.9% | $4,296-95.9% |