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 | $25,780 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $15,986 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $55,890 | $52,953+5.5% | $172,739-67.6% | $65,185-14.3% |
| Participation rate | 66.7% | 66.2%+0.5pp | 82.6%-16.0pp | 70.2%-3.5pp |
| Annual return | 20.14% | 30.12%-10.0pp | 802.84%-782.7pp | 29.38%-9.2pp |
| Employer contribution / active EE | $717 | $2,190-67.3% | $5,143-86.1% | $2,177-67.1% |
| Participant deferral / active EE | $3,146 | $2,471+27.3% | $5,198-39.5% | $3,514-10.5% |
| Admin fee / account holder | $157 | $472-66.8% | $13,954-98.9% | $847-81.5% |