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 | $13,537 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $10,979 |
ADP BROKER-DEALER6+ 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 | $42,325 | $37,426+13.1% | $77,482-45.4% | $79,858-47.0% |
| Participation rate | 79.7% | 41.5%+38.2pp | 54.2%+25.5pp | 69.6%+10.1pp |
| Annual return | 13.66% | 39.70%-26.0pp | 54.79%-41.1pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,173 | $637+84.2% | $986+18.9% | $2,471-52.5% |
| Participant deferral / active EE | $2,179 | $1,260+73.0% | $1,861+17.1% | $3,740-41.7% |
| Admin fee / account holder | $193 | $2,504-92.3% | $2,858-93.2% | $5,306-96.4% |