Filed February 18, 2022
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 | $15,240 |
Service code 15 · EIN 82-5320133 | Recordkeeping | $12,937 |
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 | $20,692 | $58,879-64.9% | $178,490-88.4% | $73,488-71.8% |
| Participation rate | 82.2% | 66.2%+16.0pp | 81.9%+0.3pp | 70.7%+11.5pp |
| Annual return | 11.51% | 24.86%-13.3pp | 151.07%-139.6pp | 28.51%-17.0pp |
| Employer contribution / active EE | $3,122 | $2,236+39.6% | $5,011-37.7% | $2,270+37.5% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $137 | $400-65.8% | $13,984-99.0% | $513-73.3% |