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 52 · EIN 13-5674085 | Indirect Investment Fees | $27,518 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,550 |
ADP BROKER-DEALER2+ 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 | $18,904 | $57,103-66.9% | $87,507-78.4% | $57,658-67.2% |
| Participation rate | 39.2% | 64.3%-25.1pp | 73.8%-34.6pp | 70.2%-31.0pp |
| Annual return | 8.70% | 12.71%-4.0pp | 12.21%-3.5pp | 5.13%+3.6pp |
| Employer contribution / active EE | $853 | $1,107-22.9% | $2,550-66.5% | $1,974-56.8% |
| Participant deferral / active EE | $1,593 | $2,250-29.2% | $3,149-49.4% | $3,061-48.0% |
| Admin fee / account holder | $16 | $281-94.3% | $4,221-99.6% | $95-83.0% |