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 | $14,652 |
BERGIN ROBERTS & CO, LLC1+ years Service code 15 · EIN 26-4567336 | Recordkeeping | $5,993 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $3,382 |
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 | $32,870 | $72,177-54.5% | $115,037-71.4% | $59,632-44.9% |
| Participation rate | 74.0% | 72.6%+1.4pp | 81.4%-7.4pp | 68.7%+5.3pp |
| Annual return | -1.56% | 12.02%-13.6pp | 26.14%-27.7pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $1,475 | $2,841-48.1% | $4,608-68.0% | $2,203-33.0% |
| Participant deferral / active EE | $3,546 | $4,783-25.9% | $6,026-41.2% | $3,192+11.1% |
| Admin fee / account holder | $237 | $4,927-95.2% | $8,175-97.1% | $4,297-94.5% |