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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $7,776 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,524 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $3,804 | $40,174-90.5% | $84,015-95.5% | $67,579-94.4% |
| Participation rate | 90.8% | 62.7%+28.1pp | 69.0%+21.7pp | 71.3%+19.5pp |
| Annual return | 31.04% | 25.82%+5.2pp | 71.31%-40.3pp | 378.56%-347.5pp |
| Employer contribution / active EE | $474 | $808-41.4% | $1,983-76.1% | $2,148-78.0% |
| Participant deferral / active EE | $2,067 | $2,301-10.2% | $3,239-36.2% | $3,539-41.6% |
| Admin fee / account holder | $5 | $128-96.1% | $6,101-99.9% | $142-96.4% |