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 | $1,130 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $48,224 | $71,192-32.3% | $117,854-59.1% | $62,292-22.6% |
| Participation rate | 48.3% | 74.2%-25.9pp | 79.7%-31.4pp | 69.5%-21.2pp |
| Annual return | 16.81% | 18.66%-1.8pp | 335.08%-318.3pp | 28.90%-12.1pp |
| Employer contribution / active EE | $919 | $1,934-52.5% | $3,786-75.7% | $2,042-55.0% |
| Participant deferral / active EE | $2,788 | $3,189-12.6% | $4,482-37.8% | $3,169-12.0% |
| Admin fee / account holder | $19 | $587-96.7% | $8,020-99.8% | $479-96.0% |