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 | $4,187 |
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.
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 | $17,006 | $46,423-63.4% | $75,886-77.6% | $67,579-74.8% |
| Participation rate | 20.1% | 63.1%-43.0pp | 69.3%-49.2pp | 71.3%-51.2pp |
| Annual return | 21.09% | 32.29%-11.2pp | 30.76%-9.7pp | 378.56%-357.5pp |
| Employer contribution / active EE | $0 | $1,406-100.0% | $2,500-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $496 | $2,564-80.6% | $3,603-86.2% | $3,539-86.0% |
| Admin fee / account holder | $54 | $132-59.3% | $5,418-99.0% | $142-62.3% |