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 7-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 | $1,135 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $21,984 | $48,576-54.7% | $169,463-87.0% | $56,287-60.9% |
| Participation rate | 71.6% | 65.8%+5.8pp | 77.8%-6.2pp | 69.9%+1.8pp |
| Annual return | 0.00% | -2.51%+2.5pp | 1.83%-1.8pp | -9.96%+10.0pp |
| Employer contribution / active EE | $2,437 | $1,559+56.3% | $4,159-41.4% | $2,111+15.4% |
| Participant deferral / active EE | $5,546 | $3,275+69.3% | $5,277+5.1% | $3,350+65.6% |
| Admin fee / account holder | $10 | $435-97.8% | $9,109-99.9% | $521-98.1% |