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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,300 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $23,487 | $88,122-73.3% | $141,162-83.4% | $67,579-65.2% |
| Participation rate | 79.5% | 76.5%+3.0pp | 82.5%-3.0pp | 71.3%+8.2pp |
| Annual return | 53.50% | 75.40%-21.9pp | 71.39%-17.9pp | 378.56%-325.1pp |
| Employer contribution / active EE | $2,177 | $3,224-32.5% | $4,735-54.0% | $2,148+1.4% |
| Participant deferral / active EE | $7,572 | $5,958+27.1% | $6,709+12.9% | $3,539+113.9% |
| Admin fee / account holder | $35 | $131-73.0% | $10,261-99.7% | $142-75.2% |