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 6-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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,604 |
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 | $12,404 | $69,362-82.1% | $101,248-87.7% | $73,488-83.1% |
| Participation rate | 90.0% | 68.4%+21.6pp | 75.8%+14.2pp | 70.7%+19.3pp |
| Annual return | 19.05% | 18.46%+0.6pp | 46.47%-27.4pp | 28.51%-9.5pp |
| Employer contribution / active EE | $1,840 | $2,628-30.0% | $3,660-49.7% | $2,270-18.9% |
| Participant deferral / active EE | $2,762 | $3,300-16.3% | $4,370-36.8% | $3,740-26.2% |
| Admin fee / account holder | $51 | $704-92.8% | $5,945-99.1% | $513-90.1% |