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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $10,831 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,790 |
ADP BROKER-DEALER2+ 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 | $42,668 | $60,165-29.1% | $74,183-42.5% | $55,167-22.7% |
| Participation rate | 84.1% | 74.2%+10.0pp | 76.6%+7.5pp | 69.0%+15.1pp |
| Annual return | 8.19% | 10.00%-1.8pp | 17.74%-9.5pp | 169.23%-161.0pp |
| Employer contribution / active EE | $706 | $1,600-55.9% | $2,370-70.2% | $1,963-64.0% |
| Participant deferral / active EE | $3,711 | $2,973+24.9% | $3,550+4.6% | $3,054+21.5% |
| Admin fee / account holder | $117 | $419-72.0% | $5,586-97.9% | $504-76.7% |