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-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,869 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $28,183 | $50,175-43.8% | $99,443-71.7% | $65,185-56.8% |
| Participation rate | 93.7% | 68.4%+25.3pp | 73.8%+19.9pp | 70.2%+23.5pp |
| Annual return | 24.65% | 25.36%-0.7pp | 30.72%-6.1pp | 29.38%-4.7pp |
| Employer contribution / active EE | $588 | $1,496-60.7% | $2,540-76.8% | $2,177-73.0% |
| Participant deferral / active EE | $3,492 | $2,748+27.1% | $3,619-3.5% | $3,514-0.6% |
| Admin fee / account holder | $25 | $398-93.8% | $6,250-99.6% | $847-97.1% |