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 | $650 |
ADP BROKER-DEALER2+ years 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).
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 | $20,204 | $46,869-56.9% | $122,332-83.5% | $70,131-71.2% |
| Participation rate | 82.4% | 58.2%+24.2pp | 71.6%+10.8pp | 69.5%+12.9pp |
| Annual return | 17.94% | 24.22%-6.3pp | 30.27%-12.3pp | 73.14%-55.2pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,726 | $2,166+25.8% | $3,287-17.1% | $3,332-18.2% |
| Admin fee / account holder | $29 | $3,322-99.1% | $5,478-99.5% | $4,645-99.4% |