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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,050 |
ADP BROKER-DEALER4 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.
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 | $47,868 | $69,362-31.0% | $101,248-52.7% | $73,488-34.9% |
| Participation rate | 22.3% | 68.4%-46.1pp | 75.8%-53.5pp | 70.7%-48.4pp |
| Annual return | 14.92% | 18.46%-3.5pp | 46.47%-31.6pp | 28.51%-13.6pp |
| Employer contribution / active EE | $899 | $2,628-65.8% | $3,660-75.4% | $2,270-60.4% |
| Participant deferral / active EE | $1,578 | $3,300-52.2% | $4,370-63.9% | $3,740-57.8% |
| Admin fee / account holder | $36 | $704-94.9% | $5,945-99.4% | $513-93.0% |