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 | $2,925 |
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.
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 | $26,948 | $155,795-82.7% | $136,294-80.2% | $69,631-61.3% |
| Participation rate | 56.1% | 75.2%-19.2pp | 81.9%-25.8pp | 70.7%-14.6pp |
| Annual return | 23.54% | 232464.33%-232440.8pp | 5155.94%-5132.4pp | 27571.02%-27547.5pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $8,309 | $5,394+54.1% | $6,247+33.0% | $3,224+157.8% |
| Admin fee / account holder | $12 | $128-90.4% | $9,243-99.9% | $110-88.9% |