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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $562 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $19,151 | $77,634-75.3% | $156,549-87.8% | $62,891-69.5% |
| Participation rate | 55.1% | 71.2%-16.1pp | 84.0%-28.9pp | 69.3%-14.2pp |
| Annual return | 21.13% | 50.32%-29.2pp | 32.23%-11.1pp | 20.14%+1.0pp |
| Employer contribution / active EE | $2,194 | $3,444-36.3% | $5,501-60.1% | $2,281-3.8% |
| Participant deferral / active EE | $1,278 | $3,045-58.0% | $4,871-73.8% | $3,203-60.1% |
| Admin fee / account holder | $43 | $5,561-99.2% | $13,027-99.7% | $4,296-99.0% |