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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,898 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $23,095 | $50,666-54.4% | $76,817-69.9% | $65,185-64.6% |
| Participation rate | 84.1% | 68.8%+15.3pp | 72.1%+12.0pp | 70.2%+13.9pp |
| Annual return | 22.82% | 28.51%-5.7pp | 1166.11%-1143.3pp | 29.38%-6.6pp |
| Employer contribution / active EE | $1,498 | $1,575-4.9% | $2,302-34.9% | $2,177-31.2% |
| Participant deferral / active EE | $2,567 | $2,647-3.0% | $3,336-23.0% | $3,514-26.9% |
| Admin fee / account holder | $12 | $463-97.5% | $6,420-99.8% | $847-98.6% |