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 · EIN 13-5674085 | Indirect Investment Fees | $18,057 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,476 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | 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 | $14,392 | $55,453-74.0% | $170,442-91.6% | $62,292-76.9% |
| Participation rate | 83.3% | 66.4%+16.9pp | 83.6%-0.3pp | 69.5%+13.7pp |
| Annual return | 9.68% | 21.38%-11.7pp | 205.93%-196.2pp | 28.90%-19.2pp |
| Employer contribution / active EE | $721 | $2,164-66.7% | $5,433-86.7% | $2,042-64.7% |
| Participant deferral / active EE | $1,198 | $2,303-48.0% | $4,939-75.7% | $3,169-62.2% |
| Admin fee / account holder | $55 | $455-88.0% | $13,880-99.6% | $479-88.6% |