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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,575 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,189 | $80,753-84.9% | $136,294-91.1% | $62,292-80.4% |
| Participation rate | 92.4% | 73.5%+18.9pp | 81.9%+10.5pp | 69.5%+22.9pp |
| Annual return | 38.64% | 35.83%+2.8pp | 5155.94%-5117.3pp | 28.90%+9.7pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,344 | $5,164+3.5% | $6,247-14.4% | $3,169+68.6% |
| Admin fee / account holder | $8 | $525-98.5% | $9,243-99.9% | $479-98.4% |