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 | $5,575 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $50,296 | $56,629-11.2% | $77,999-35.5% | $55,167-8.8% |
| Participation rate | 62.9% | 73.3%-10.4pp | 75.5%-12.6pp | 69.0%-6.0pp |
| Annual return | 10.43% | 2866.98%-2856.5pp | 425.96%-415.5pp | 169.23%-158.8pp |
| Employer contribution / active EE | $1,509 | $1,723-12.4% | $2,470-38.9% | $1,963-23.1% |
| Participant deferral / active EE | $2,994 | $2,777+7.8% | $3,497-14.4% | $3,054-2.0% |
| Admin fee / account holder | $46 | $467-90.2% | $5,480-99.2% | $504-90.9% |