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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,293 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $11,860 | $85,202-86.1% | $172,739-93.1% | $72,985-83.8% |
| Participation rate | 97.6% | 70.1%+27.5pp | 82.6%+14.9pp | 69.5%+28.1pp |
| Annual return | 23.84% | 27.32%-3.5pp | 802.84%-779.0pp | 81.00%-57.2pp |
| Employer contribution / active EE | $1,268 | $3,324-61.9% | $5,143-75.3% | $2,440-48.0% |
| Participant deferral / active EE | $3,150 | $3,260-3.4% | $5,198-39.4% | $3,607-12.7% |
| Admin fee / account holder | $23 | $5,884-99.6% | $13,954-99.8% | $5,124-99.6% |