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 6-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 | $891 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $2,664 | $45,825-94.2% | $90,645-97.1% | $56,287-95.3% |
| Participation rate | 89.8% | 66.7%+23.1pp | 74.0%+15.8pp | 69.9%+20.0pp |
| Annual return | 0.00% | 38.64%-38.6pp | 1.88%-1.9pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,532-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,626 | $2,562-36.5% | $3,425-52.5% | $3,350-51.5% |
| Admin fee / account holder | $19 | $413-95.3% | $4,994-99.6% | $521-96.3% |