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 | $40,423 |
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $25,530 |
ADP BROKER-DEALER3+ 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.
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 | $11,845 | $35,955-67.1% | $78,210-84.9% | $69,631-83.0% |
| Participation rate | 48.5% | 67.2%-18.7pp | 68.7%-20.3pp | 70.7%-22.2pp |
| Annual return | 14.70% | 16.42%-1.7pp | 40.90%-26.2pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $401 | $1,244-67.7% | $2,034-80.3% | $2,032-80.2% |
| Participant deferral / active EE | $950 | $2,107-54.9% | $2,823-66.3% | $3,224-70.5% |
| Admin fee / account holder | $154 | $86+78.8% | $3,758-95.9% | $110+39.2% |