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 | $28,400 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,395 |
ADP BROKER-DEALER3+ 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 | $19,173 | $55,453-65.4% | $170,442-88.8% | $62,292-69.2% |
| Participation rate | 84.6% | 66.4%+18.2pp | 83.6%+1.0pp | 69.5%+15.1pp |
| Annual return | 17.64% | 21.38%-3.7pp | 205.93%-188.3pp | 28.90%-11.3pp |
| Employer contribution / active EE | $242 | $2,164-88.8% | $5,433-95.5% | $2,042-88.2% |
| Participant deferral / active EE | $3,045 | $2,303+32.3% | $4,939-38.3% | $3,169-3.9% |
| Admin fee / account holder | $5 | $455-98.9% | $13,880-100.0% | $479-99.0% |