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 | $2,159 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,576 | $52,953-78.1% | $172,739-93.3% | $65,185-82.2% |
| Participation rate | 80.8% | 66.2%+14.6pp | 82.6%-1.9pp | 70.2%+10.6pp |
| Annual return | 22.22% | 30.12%-7.9pp | 802.84%-780.6pp | 29.38%-7.2pp |
| Employer contribution / active EE | $655 | $2,190-70.1% | $5,143-87.3% | $2,177-69.9% |
| Participant deferral / active EE | $1,907 | $2,471-22.8% | $5,198-63.3% | $3,514-45.7% |
| Admin fee / account holder | $14 | $472-97.1% | $13,954-99.9% | $847-98.4% |