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 | $11,779 |
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 | $34,643 | $46,072-24.8% | $70,014-50.5% | $55,167-37.2% |
| Participation rate | 99.1% | 67.5%+31.7pp | 71.8%+27.3pp | 69.0%+30.1pp |
| Annual return | 7.45% | 8.68%-1.2pp | 12.99%-5.5pp | 169.23%-161.8pp |
| Employer contribution / active EE | $2,415 | $1,500+61.0% | $2,338+3.3% | $1,963+23.0% |
| Participant deferral / active EE | $3,099 | $2,344+32.2% | $2,931+5.7% | $3,054+1.5% |
| Admin fee / account holder | $86 | $428-79.9% | $4,380-98.0% | $504-82.9% |