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 | $6,117 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: RAYMOND JAMES ASSOCIATES Service code 49 1103A CORPORATE DRIVE · GREENVILLE, NC 27858 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,944 | $80,753-62.9% | $136,294-78.0% | $62,292-51.9% |
| Participation rate | 93.3% | 73.5%+19.8pp | 81.9%+11.4pp | 69.5%+23.8pp |
| Annual return | 18.80% | 35.83%-17.0pp | 5155.94%-5137.1pp | 28.90%-10.1pp |
| Employer contribution / active EE | $1,379 | $2,884-52.2% | $4,695-70.6% | $2,042-32.5% |
| Participant deferral / active EE | $2,048 | $5,164-60.3% | $6,247-67.2% | $3,169-35.4% |
| Admin fee / account holder | $33 | $525-93.7% | $9,243-99.6% | $479-93.1% |