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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,228 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,387 | $51,620-77.9% | $90,281-87.4% | $65,185-82.5% |
| Participation rate | 89.7% | 68.6%+21.0pp | 73.3%+16.4pp | 70.2%+19.5pp |
| Annual return | 30.95% | 24.94%+6.0pp | 78.10%-47.1pp | 29.38%+1.6pp |
| Employer contribution / active EE | $600 | $2,235-73.2% | $2,854-79.0% | $2,177-72.5% |
| Participant deferral / active EE | $1,412 | $2,871-50.8% | $3,885-63.7% | $3,514-59.8% |
| Admin fee / account holder | $61 | $384-84.1% | $5,351-98.9% | $847-92.8% |