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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,250 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | 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 | $38,884 | $49,138-20.9% | $84,015-53.7% | $65,185-40.3% |
| Participation rate | 92.9% | 60.7%+32.2pp | 69.0%+23.9pp | 70.2%+22.7pp |
| Annual return | 25.31% | 23.00%+2.3pp | 71.31%-46.0pp | 29.38%-4.1pp |
| Employer contribution / active EE | $597 | $914-34.6% | $1,983-69.9% | $2,177-72.6% |
| Participant deferral / active EE | $1,473 | $2,397-38.6% | $3,239-54.5% | $3,514-58.1% |
| Admin fee / account holder | $15 | $543-97.2% | $6,101-99.7% | $847-98.2% |