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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $16,958 |
ADP BROKER-DEALER2+ 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 | $23,982 | $30,599-21.6% | $74,583-67.8% | $57,658-58.4% |
| Participation rate | 54.4% | 49.1%+5.3pp | 68.1%-13.7pp | 70.2%-15.8pp |
| Annual return | 7.85% | 14.24%-6.4pp | 20.47%-12.6pp | 5.13%+2.7pp |
| Employer contribution / active EE | $1,208 | $1,000+20.8% | $2,525-52.2% | $1,974-38.8% |
| Participant deferral / active EE | $2,246 | $1,805+24.4% | $3,458-35.1% | $3,061-26.6% |
| Admin fee / account holder | $67 | $98-32.2% | $4,138-98.4% | $95-29.6% |