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 9-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-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $966 |
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 | $10,373 | $55,453-81.3% | $170,442-93.9% | $62,292-83.3% |
| Participation rate | 94.7% | 66.4%+28.3pp | 83.6%+11.1pp | 69.5%+25.2pp |
| Annual return | 0.00% | 21.38%-21.4pp | 205.93%-205.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $531 | $2,164-75.5% | $5,433-90.2% | $2,042-74.0% |
| Participant deferral / active EE | $1,101 | $2,303-52.2% | $4,939-77.7% | $3,169-65.3% |
| Admin fee / account holder | $4 | $455-99.1% | $13,880-100.0% | $479-99.1% |