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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $17,848 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,259 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $46,988 | $89,652-47.6% | $141,162-66.7% | $65,185-27.9% |
| Participation rate | 98.0% | 74.7%+23.3pp | 82.5%+15.6pp | 70.2%+27.8pp |
| Annual return | 22.42% | 32.79%-10.4pp | 71.39%-49.0pp | 29.38%-7.0pp |
| Employer contribution / active EE | $1,529 | $3,065-50.1% | $4,735-67.7% | $2,177-29.8% |
| Participant deferral / active EE | $6,634 | $5,691+16.6% | $6,709-1.1% | $3,514+88.8% |
| Admin fee / account holder | $69 | $569-87.8% | $10,261-99.3% | $847-91.8% |