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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,185 |
ADP BROKER-DEALER2+ 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 | $47,110 | $85,766-45.1% | $136,294-65.4% | $70,131-32.8% |
| Participation rate | 63.3% | 74.2%-10.9pp | 81.9%-18.7pp | 69.5%-6.3pp |
| Annual return | 22.46% | 31.45%-9.0pp | 5155.94%-5133.5pp | 73.14%-50.7pp |
| Employer contribution / active EE | $2,167 | $2,966-26.9% | $4,695-53.8% | $2,342-7.5% |
| Participant deferral / active EE | $5,344 | $5,051+5.8% | $6,247-14.5% | $3,332+60.4% |
| Admin fee / account holder | $12 | $5,420-99.8% | $9,243-99.9% | $4,645-99.7% |