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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,351 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $19,791 | $48,046-58.8% | $84,611-76.6% | $72,985-72.9% |
| Participation rate | 82.0% | 57.6%+24.4pp | 68.2%+13.8pp | 69.5%+12.5pp |
| Annual return | 20.87% | 37.38%-16.5pp | 258.74%-237.9pp | 81.00%-60.1pp |
| Employer contribution / active EE | $1,207 | $1,602-24.7% | $2,652-54.5% | $2,440-50.5% |
| Participant deferral / active EE | $1,604 | $2,680-40.2% | $3,899-58.9% | $3,607-55.5% |
| Admin fee / account holder | $92 | $3,395-97.3% | $4,912-98.1% | $5,124-98.2% |