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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,770 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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).
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 | $5,381 | $59,186-90.9% | $76,768-93.0% | $56,287-90.4% |
| Participation rate | 85.0% | 75.2%+9.8pp | 77.0%+8.1pp | 69.9%+15.2pp |
| Annual return | -8.15% | 6.62%-14.8pp | 2.43%-10.6pp | -9.96%+1.8pp |
| Employer contribution / active EE | $1,047 | $1,759-40.4% | $2,485-57.9% | $2,111-50.4% |
| Participant deferral / active EE | $1,830 | $3,255-43.8% | $3,852-52.5% | $3,350-45.4% |
| Admin fee / account holder | $27 | $489-94.5% | $6,675-99.6% | $521-94.8% |