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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $23,046 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,438 |
ADP BROKER-DEALER5 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 | $14,853 | $54,590-72.8% | $81,930-81.9% | $73,488-79.8% |
| Participation rate | 77.4% | 68.3%+9.0pp | 72.0%+5.4pp | 70.7%+6.7pp |
| Annual return | 12.53% | 17.74%-5.2pp | 29.49%-17.0pp | 28.51%-16.0pp |
| Employer contribution / active EE | $526 | $1,636-67.9% | $4,310-87.8% | $2,270-76.8% |
| Participant deferral / active EE | $2,023 | $2,759-26.7% | $7,107-71.5% | $3,740-45.9% |
| Admin fee / account holder | $59 | $592-90.1% | $5,158-98.9% | $513-88.6% |