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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $15,564 |
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 | $39,498 | $57,065-30.8% | $75,670-47.8% | $70,131-43.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 16.49% | 23.57%-7.1pp | 27.34%-10.9pp | 73.14%-56.7pp |
| Employer contribution / active EE | $2,807 | $1,817+54.5% | $2,352+19.3% | $2,342+19.8% |
| Participant deferral / active EE | $3,556 | $2,580+37.8% | $3,142+13.2% | $3,332+6.7% |
| Admin fee / account holder | $109 | $3,825-97.2% | $5,800-98.1% | $4,645-97.7% |