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 5-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-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,855 |
ADP BROKER-DEALER1+ 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 | $14,258 | $58,879-75.8% | $178,490-92.0% | $73,488-80.6% |
| Participation rate | 53.5% | 66.2%-12.7pp | 81.9%-28.4pp | 70.7%-17.1pp |
| Annual return | 0.00% | 24.86%-24.9pp | 151.07%-151.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,007 | $2,236-55.0% | $5,011-79.9% | $2,270-55.7% |
| Participant deferral / active EE | $1,879 | $2,567-26.8% | $5,202-63.9% | $3,740-49.7% |
| Admin fee / account holder | $22 | $400-94.6% | $13,984-99.8% | $513-95.8% |