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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,470 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: KESTRA INVESTMENT SERVICES Service code 49 501 FELLOWSHIP RD · MT LAUREL, NJ 08054 | Other Services | $0 |
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 | $30,404 | $58,655-48.2% | $91,989-66.9% | $65,185-53.4% |
| Participation rate | 89.7% | 75.3%+14.4pp | 78.6%+11.0pp | 70.2%+19.5pp |
| Annual return | 21.92% | 33.92%-12.0pp | 69.02%-47.1pp | 29.38%-7.5pp |
| Employer contribution / active EE | $1,199 | $2,080-42.4% | $3,452-65.3% | $2,177-44.9% |
| Participant deferral / active EE | $4,134 | $5,474-24.5% | $5,923-30.2% | $3,514+17.7% |
| Admin fee / account holder | $13 | $434-97.0% | $7,743-99.8% | $847-98.5% |