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 6-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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,465 |
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 | $27,564 | $89,652-69.3% | $141,162-80.5% | $65,185-57.7% |
| Participation rate | 86.8% | 74.7%+12.1pp | 82.5%+4.3pp | 70.2%+16.6pp |
| Annual return | 0.00% | 32.79%-32.8pp | 71.39%-71.4pp | 29.38%-29.4pp |
| Employer contribution / active EE | $2,085 | $3,065-32.0% | $4,735-56.0% | $2,177-4.2% |
| Participant deferral / active EE | $3,772 | $5,691-33.7% | $6,709-43.8% | $3,514+7.4% |
| Admin fee / account holder | $8 | $569-98.6% | $10,261-99.9% | $847-99.0% |