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 | $1,820 |
ADP BROKER-DEALER1+ 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 | $183,284 | $73,638+148.9% | $95,952+91.0% | $73,488+149.4% |
| Participation rate | 94.0% | 76.2%+17.9pp | 77.1%+16.9pp | 70.7%+23.3pp |
| Annual return | 0.00% | 16.78%-16.8pp | 91.61%-91.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $5,394 | $1,863+189.5% | $2,541+112.3% | $2,270+137.6% |
| Participant deferral / active EE | $12,399 | $3,617+242.8% | $4,167+197.6% | $3,740+231.6% |
| Admin fee / account holder | $8 | $482-98.4% | $6,795-99.9% | $513-98.5% |