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 | $22,932 |
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $20,324 |
ADP BROKER-DEALER2+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $8,325 | $32,085-74.1% | $40,145,923-100.0% | $57,658-85.6% |
| Participation rate | 49.0% | 66.0%-16.9pp | 68.4%-19.4pp | 70.2%-21.2pp |
| Annual return | 5.84% | 9.60%-3.8pp | 5.24%+0.6pp | 5.13%+0.7pp |
| Employer contribution / active EE | $345 | $1,179-70.8% | $1,844-81.3% | $1,974-82.5% |
| Participant deferral / active EE | $841 | $1,957-57.0% | $2,591-67.6% | $3,061-72.5% |
| Admin fee / account holder | $83 | $75+11.0% | $2,903-97.1% | $95-11.8% |