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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,029 |
ADP BROKER-DEALER5+ 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 | $30,496 | $54,590-44.1% | $81,930-62.8% | $73,488-58.5% |
| Participation rate | 89.9% | 68.3%+21.6pp | 72.0%+17.9pp | 70.7%+19.3pp |
| Annual return | 21.08% | 17.74%+3.3pp | 29.49%-8.4pp | 28.51%-7.4pp |
| Employer contribution / active EE | $2,120 | $1,636+29.6% | $4,310-50.8% | $2,270-6.6% |
| Participant deferral / active EE | $3,586 | $2,759+30.0% | $7,107-49.5% | $3,740-4.1% |
| Admin fee / account holder | $12 | $592-98.0% | $5,158-99.8% | $513-97.7% |