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 | $1,275 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $17,454 | $75,183-76.8% | $123,892-85.9% | $55,167-68.4% |
| Participation rate | 78.7% | 72.8%+5.9pp | 81.4%-2.7pp | 69.0%+9.7pp |
| Annual return | 13.24% | 19.01%-5.8pp | 47.52%-34.3pp | 169.23%-156.0pp |
| Employer contribution / active EE | $1,974 | $2,823-30.1% | $4,617-57.2% | $1,963+0.6% |
| Participant deferral / active EE | $3,373 | $5,084-33.7% | $5,984-43.6% | $3,054+10.4% |
| Admin fee / account holder | $5 | $663-99.2% | $8,357-99.9% | $504-98.9% |