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 5-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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $705 |
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 | $52,341 | $99,957-47.6% | $149,696-65.0% | $73,488-28.8% |
| Participation rate | 93.8% | 75.7%+18.1pp | 82.5%+11.3pp | 70.7%+23.1pp |
| Annual return | 0.00% | 53.87%-53.9pp | 276.60%-276.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $4,657 | $3,191+45.9% | $4,644+0.3% | $2,270+105.1% |
| Participant deferral / active EE | $11,099 | $6,073+82.8% | $6,842+62.2% | $3,740+196.8% |
| Admin fee / account holder | $4 | $551-99.3% | $9,309-100.0% | $513-99.2% |