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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $23,978 |
CLSRS LLC2+ years Service code 15 · EIN 61-1723537 | Recordkeeping | $18,035 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $16,662 | $31,424-47.0% | $81,478-79.5% | $69,631-76.1% |
| Participation rate | 83.0% | 50.8%+32.2pp | 68.0%+15.1pp | 70.7%+12.3pp |
| Annual return | 16.04% | 22.44%-6.4pp | 38.78%-22.7pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $552 | $1,029-46.4% | $2,568-78.5% | $2,032-72.9% |
| Participant deferral / active EE | $3,210 | $1,838+74.6% | $3,537-9.2% | $3,224-0.4% |
| Admin fee / account holder | $116 | $103+13.5% | $4,561-97.4% | $110+5.4% |