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 | $1,693 |
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 | $13,116 | $58,879-77.7% | $178,490-92.7% | $73,488-82.2% |
| Participation rate | 87.9% | 66.2%+21.6pp | 81.9%+5.9pp | 70.7%+17.2pp |
| Annual return | 18.32% | 24.86%-6.5pp | 151.07%-132.8pp | 28.51%-10.2pp |
| Employer contribution / active EE | $908 | $2,236-59.4% | $5,011-81.9% | $2,270-60.0% |
| Participant deferral / active EE | $2,418 | $2,567-5.8% | $5,202-53.5% | $3,740-35.3% |
| Admin fee / account holder | $9 | $400-97.8% | $13,984-99.9% | $513-98.3% |