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 | $830 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $34,932 | $65,376-46.6% | $87,100-59.9% | $65,185-46.4% |
| Participation rate | 94.7% | 75.3%+19.4pp | 76.9%+17.8pp | 70.2%+24.5pp |
| Annual return | 23.40% | 31.27%-7.9pp | 28.19%-4.8pp | 29.38%-6.0pp |
| Employer contribution / active EE | $2,738 | $1,822+50.2% | $2,521+8.6% | $2,177+25.8% |
| Participant deferral / active EE | $3,166 | $3,388-6.6% | $4,049-21.8% | $3,514-9.9% |
| Admin fee / account holder | $6 | $520-98.8% | $7,497-99.9% | $847-99.3% |