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 | $3,610 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $15,150 | $25,302-40.1% | $74,701-79.7% | $67,579-77.6% |
| Participation rate | 25.4% | 37.8%-12.5pp | 54.5%-29.1pp | 71.3%-45.9pp |
| Annual return | 25.63% | 10291.17%-10265.5pp | 752.92%-727.3pp | 378.56%-352.9pp |
| Employer contribution / active EE | $535 | $446+19.9% | $1,084-50.6% | $2,148-75.1% |
| Participant deferral / active EE | $1,021 | $954+7.1% | $1,964-48.0% | $3,539-71.1% |
| Admin fee / account holder | $20 | $108-81.1% | $3,333-99.4% | $142-85.7% |