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 | $1,440 |
ADP BROKER-DEALER2+ 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.
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 | $53,707 | $56,171-4.4% | $108,745-50.6% | $55,167-2.6% |
| Participation rate | 54.7% | 70.7%-16.0pp | 77.7%-23.0pp | 69.0%-14.3pp |
| Annual return | 21.53% | 214.86%-193.3pp | 46.22%-24.7pp | 169.23%-147.7pp |
| Employer contribution / active EE | $1,602 | $2,153-25.6% | $3,323-51.8% | $1,963-18.4% |
| Participant deferral / active EE | $3,136 | $3,437-8.7% | $5,121-38.8% | $3,054+2.7% |
| Admin fee / account holder | $113 | $302-62.5% | $6,144-98.2% | $504-77.6% |