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 |
|---|---|---|
Service code 15 · EIN 59-3782727 | Recordkeeping | $17,611 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,552 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $63,173 | $65,365-3.4% | $92,893-32.0% | $72,985-13.4% |
| Participation rate | 67.1% | 68.3%-1.2pp | 76.0%-8.9pp | 69.5%-2.3pp |
| Annual return | 21.83% | 42.10%-20.3pp | 109.41%-87.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $2,945 | $2,594+13.5% | $3,653-19.4% | $2,440+20.7% |
| Participant deferral / active EE | $7,344 | $3,128+134.8% | $4,236+73.4% | $3,607+103.6% |
| Admin fee / account holder | $298 | $4,251-93.0% | $5,794-94.9% | $5,124-94.2% |