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 | $1,107 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,408 | $73,638-58.7% | $95,952-68.3% | $73,488-58.6% |
| Participation rate | 96.3% | 76.2%+20.1pp | 77.1%+19.2pp | 70.7%+25.6pp |
| Annual return | 16.62% | 16.78%-0.2pp | 91.61%-75.0pp | 28.51%-11.9pp |
| Employer contribution / active EE | $511 | $1,863-72.6% | $2,541-79.9% | $2,270-77.5% |
| Participant deferral / active EE | $2,604 | $3,617-28.0% | $4,167-37.5% | $3,740-30.4% |
| Admin fee / account holder | $22 | $482-95.5% | $6,795-99.7% | $513-95.8% |