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 9-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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,736 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $8,582 | $49,138-82.5% | $84,015-89.8% | $65,185-86.8% |
| Participation rate | 87.8% | 60.7%+27.1pp | 69.0%+18.8pp | 70.2%+17.6pp |
| Annual return | 39.74% | 23.00%+16.7pp | 71.31%-31.6pp | 29.38%+10.4pp |
| Employer contribution / active EE | $314 | $914-65.7% | $1,983-84.2% | $2,177-85.6% |
| Participant deferral / active EE | $2,823 | $2,397+17.8% | $3,239-12.8% | $3,514-19.7% |
| Admin fee / account holder | $36 | $543-93.4% | $6,101-99.4% | $847-95.8% |