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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $23,951 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,310 |
ADP BROKER-DEALER2+ 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 | $36,672 | $44,425-17.5% | $67,834-45.9% | $55,167-33.5% |
| Participation rate | 93.8% | 59.7%+34.1pp | 68.8%+25.0pp | 69.0%+24.9pp |
| Annual return | 6.17% | 17.80%-11.6pp | 138.47%-132.3pp | 169.23%-163.1pp |
| Employer contribution / active EE | $864 | $1,351-36.1% | $2,403-64.1% | $1,963-56.0% |
| Participant deferral / active EE | $3,531 | $2,166+63.0% | $3,160+11.8% | $3,054+15.6% |
| Admin fee / account holder | $67 | $530-87.4% | $4,622-98.6% | $504-86.7% |