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 |
|---|---|---|
Service code 15 · EIN 20-8874282 | Recordkeeping | $6,865 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,450 |
ADP BROKER-DEALER1 year 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $32,668 | $80,753-59.5% | $136,294-76.0% | $62,292-47.6% |
| Participation rate | 81.1% | 73.5%+7.5pp | 81.9%-0.8pp | 69.5%+11.6pp |
| Annual return | 28.45% | 35.83%-7.4pp | 5155.94%-5127.5pp | 28.90%-0.4pp |
| Employer contribution / active EE | $3,046 | $2,884+5.6% | $4,695-35.1% | $2,042+49.2% |
| Participant deferral / active EE | $4,968 | $5,164-3.8% | $6,247-20.5% | $3,169+56.8% |
| Admin fee / account holder | $63 | $525-88.0% | $9,243-99.3% | $479-86.9% |