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 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,617 |
Participant contribution per participant 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $4,953 | $59,839-91.7% | $81,983-94.0% | $79,858-93.8% |
| Participation rate | 76.7% | 61.6%+15.1pp | 69.2%+7.5pp | 69.6%+7.1pp |
| Annual return | 11.26% | 17.56%-6.3pp | 41.31%-30.0pp | 31.71%-20.5pp |
| Employer contribution / active EE | $718 | $1,713-58.1% | $2,498-71.3% | $2,471-70.9% |
| Participant deferral / active EE | $807 | $2,695-70.0% | $3,722-78.3% | $3,740-78.4% |
| Admin fee / account holder | $14 | $4,287-99.7% | $5,664-99.7% | $5,306-99.7% |