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-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,575 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $4,704 | $44,425-89.4% | $67,834-93.1% | $55,167-91.5% |
| Participation rate | 94.2% | 59.7%+34.5pp | 68.8%+25.4pp | 69.0%+25.3pp |
| Annual return | 18.79% | 17.80%+1.0pp | 138.47%-119.7pp | 169.23%-150.4pp |
| Employer contribution / active EE | $1,319 | $1,351-2.4% | $2,403-45.1% | $1,963-32.8% |
| Participant deferral / active EE | $2,066 | $2,166-4.6% | $3,160-34.6% | $3,054-32.3% |
| Admin fee / account holder | $7 | $530-98.6% | $4,622-99.8% | $504-98.6% |