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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,245 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,521 | $57,354-95.6% | $83,848-97.0% | $64,186-96.1% |
| Participation rate | 90.8% | 68.6%+22.2pp | 76.1%+14.7pp | 69.6%+21.2pp |
| Annual return | -18.06% | 11.38%-29.4pp | 850.88%-868.9pp | 7.63%-25.7pp |
| Employer contribution / active EE | $1,499 | $2,545-41.1% | $3,631-58.7% | $2,381-37.1% |
| Participant deferral / active EE | $2,079 | $2,993-30.5% | $4,082-49.1% | $3,470-40.1% |
| Admin fee / account holder | $10 | $4,046-99.7% | $5,478-99.8% | $4,888-99.8% |