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 |
|---|---|---|
Service code 52 | Indirect Investment Fees | $25,011 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,456 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MERRILL LYNCH PIECE FENNER & SMITH Service code 49 · EIN 13-5674085 | Other Services | $0 |
Annual investment return 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 | $36,317 | $52,639-31.0% | $185,117-80.4% | $62,292-41.7% |
| Participation rate | 76.1% | 63.9%+12.3pp | 77.3%-1.1pp | 69.5%+6.6pp |
| Annual return | 12.92% | 19.57%-6.7pp | 40.50%-27.6pp | 28.90%-16.0pp |
| Employer contribution / active EE | $448 | $1,483-69.8% | $4,182-89.3% | $2,042-78.1% |
| Participant deferral / active EE | $2,416 | $3,097-22.0% | $5,045-52.1% | $3,169-23.8% |
| Admin fee / account holder | $50 | $374-86.6% | $8,159-99.4% | $479-89.6% |