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 8-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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $26,227 |
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 | $8,052 | $40,174-80.0% | $84,015-90.4% | $67,579-88.1% |
| Participation rate | 89.7% | 62.7%+27.1pp | 69.0%+20.7pp | 71.3%+18.5pp |
| Annual return | 33.19% | 25.82%+7.4pp | 71.31%-38.1pp | 378.56%-345.4pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,983-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,128 | $2,301+35.9% | $3,239-3.4% | $3,539-11.6% |
| Admin fee / account holder | $73 | $128-43.2% | $6,101-98.8% | $142-48.8% |