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 | $700 |
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 | $24,934 | $80,177-68.9% | $123,892-79.9% | $57,658-56.8% |
| Participation rate | 29.7% | 74.4%-44.7pp | 81.4%-51.7pp | 70.2%-40.5pp |
| Annual return | 13.89% | 17.90%-4.0pp | 47.52%-33.6pp | 5.13%+8.8pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,002 | $5,130-61.0% | $5,984-66.6% | $3,061-34.6% |
| Admin fee / account holder | $7 | $106-93.0% | $8,357-99.9% | $95-92.1% |