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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $800 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $41,610 | $75,183-44.7% | $123,892-66.4% | $55,167-24.6% |
| Participation rate | 41.9% | 72.8%-31.0pp | 81.4%-39.6pp | 69.0%-27.1pp |
| Annual return | 14.54% | 19.01%-4.5pp | 47.52%-33.0pp | 169.23%-154.7pp |
| Employer contribution / active EE | $1,557 | $2,823-44.8% | $4,617-66.3% | $1,963-20.6% |
| Participant deferral / active EE | $4,115 | $5,084-19.1% | $5,984-31.2% | $3,054+34.7% |
| Admin fee / account holder | $10 | $663-98.5% | $8,357-99.9% | $504-98.0% |