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-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $885 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $39,724 | $63,114-37.1% | $92,893-57.2% | $65,185-39.1% |
| Participation rate | 18.0% | 68.8%-50.7pp | 76.0%-58.0pp | 70.2%-52.2pp |
| Annual return | 37.88% | 28.75%+9.1pp | 109.41%-71.5pp | 29.38%+8.5pp |
| Employer contribution / active EE | $715 | $2,571-72.2% | $3,653-80.4% | $2,177-67.2% |
| Participant deferral / active EE | $1,265 | $3,108-59.3% | $4,236-70.1% | $3,514-64.0% |
| Admin fee / account holder | $17 | $624-97.3% | $5,794-99.7% | $847-98.0% |