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 | $4,936 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $28,841 | $52,293-44.8% | $178,490-83.8% | $73,409-60.7% |
| Participation rate | 38.3% | 65.3%-27.0pp | 81.9%-43.6pp | 72.2%-33.8pp |
| Annual return | 21.86% | 34.75%-12.9pp | 151.07%-129.2pp | 59.29%-37.4pp |
| Employer contribution / active EE | $925 | $1,735-46.7% | $5,011-81.5% | $2,234-58.6% |
| Participant deferral / active EE | $1,782 | $2,332-23.6% | $5,202-65.7% | $3,805-53.2% |
| Admin fee / account holder | $22 | $127-82.9% | $13,984-99.8% | $158-86.2% |