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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $29,439 |
CLSRS LLC1+ years Service code 15 · EIN 61-1723537 | Recordkeeping | $12,338 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,667 | $30,599-52.1% | $74,583-80.3% | $57,658-74.6% |
| Participation rate | 85.7% | 49.1%+36.5pp | 68.1%+17.6pp | 70.2%+15.4pp |
| Annual return | 5.77% | 14.24%-8.5pp | 20.47%-14.7pp | 5.13%+0.6pp |
| Employer contribution / active EE | $429 | $1,000-57.1% | $2,525-83.0% | $1,974-78.2% |
| Participant deferral / active EE | $2,663 | $1,805+47.5% | $3,458-23.0% | $3,061-13.0% |
| Admin fee / account holder | $158 | $98+60.9% | $4,138-96.2% | $95+66.9% |