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 | $1,185 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $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 | $9,315 | $65,395-85.8% | $182,532-94.9% | $72,985-87.2% |
| Participation rate | 87.7% | 65.4%+22.2pp | 78.0%+9.7pp | 69.5%+18.2pp |
| Annual return | 23.87% | 27.68%-3.8pp | 148.54%-124.7pp | 81.00%-57.1pp |
| Employer contribution / active EE | $1,931 | $1,911+1.0% | $4,076-52.6% | $2,440-20.9% |
| Participant deferral / active EE | $3,741 | $3,563+5.0% | $5,524-32.3% | $3,607+3.7% |
| Admin fee / account holder | $12 | $4,245-99.7% | $8,592-99.9% | $5,124-99.8% |