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 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,185 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $8,446 |
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 | $40,689 | $99,957-59.3% | $149,696-72.8% | $73,488-44.6% |
| Participation rate | 45.2% | 75.7%-30.5pp | 82.5%-37.3pp | 70.7%-25.5pp |
| Annual return | 16.89% | 53.87%-37.0pp | 276.60%-259.7pp | 28.51%-11.6pp |
| Employer contribution / active EE | $3,020 | $3,191-5.3% | $4,644-35.0% | $2,270+33.1% |
| Participant deferral / active EE | $3,655 | $6,073-39.8% | $6,842-46.6% | $3,740-2.3% |
| Admin fee / account holder | $286 | $551-48.0% | $9,309-96.9% | $513-44.2% |