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 | $20,315 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $14,277 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant 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 | $16,325 | $66,813-75.6% | $100,516-83.8% | $73,488-77.8% |
| Participation rate | 78.1% | 77.5%+0.6pp | 79.4%-1.3pp | 70.7%+7.4pp |
| Annual return | 17.53% | 25.70%-8.2pp | 30.89%-13.4pp | 28.51%-11.0pp |
| Employer contribution / active EE | $2,186 | $2,147+1.8% | $3,418-36.0% | $2,270-3.7% |
| Participant deferral / active EE | $735 | $5,883-87.5% | $6,270-88.3% | $3,740-80.4% |
| Admin fee / account holder | $177 | $512-65.4% | $8,081-97.8% | $513-65.4% |