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 | $3,140 |
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 | $8,250 | $66,310-87.6% | $93,606-91.2% | $65,185-87.3% |
| Participation rate | 93.5% | 74.0%+19.5pp | 75.8%+17.7pp | 70.2%+23.3pp |
| Annual return | 22.56% | 42.58%-20.0pp | 32.76%-10.2pp | 29.38%-6.8pp |
| Employer contribution / active EE | $1,869 | $2,012-7.1% | $2,718-31.2% | $2,177-14.1% |
| Participant deferral / active EE | $2,454 | $3,342-26.6% | $4,069-39.7% | $3,514-30.2% |
| Admin fee / account holder | $19 | $6,897-99.7% | $7,888-99.8% | $847-97.8% |