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 | $23,033 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,400 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,516 | $46,732-62.5% | $156,549-88.8% | $55,167-68.2% |
| Participation rate | 79.5% | 65.8%+13.7pp | 84.0%-4.5pp | 69.0%+10.5pp |
| Annual return | 8.08% | 17.72%-9.6pp | 32.23%-24.2pp | 169.23%-161.1pp |
| Employer contribution / active EE | $229 | $2,105-89.1% | $5,501-95.8% | $1,963-88.3% |
| Participant deferral / active EE | $2,676 | $2,204+21.4% | $4,871-45.1% | $3,054-12.4% |
| Admin fee / account holder | $6 | $418-98.7% | $13,027-100.0% | $504-98.9% |