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-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,660 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $5,036 |
ADP BROKER-DEALER3 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,784 | $51,620-13.2% | $90,281-50.4% | $65,185-31.3% |
| Participation rate | 36.0% | 68.6%-32.6pp | 73.3%-37.3pp | 70.2%-34.2pp |
| Annual return | 22.25% | 24.94%-2.7pp | 78.10%-55.9pp | 29.38%-7.1pp |
| Employer contribution / active EE | $285 | $2,235-87.3% | $2,854-90.0% | $2,177-86.9% |
| Participant deferral / active EE | $1,304 | $2,871-54.6% | $3,885-66.4% | $3,514-62.9% |
| Admin fee / account holder | $205 | $384-46.7% | $5,351-96.2% | $847-75.8% |