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-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $750 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $58,969 | $56,629+4.1% | $77,999-24.4% | $55,167+6.9% |
| Participation rate | 25.3% | 73.3%-48.0pp | 75.5%-50.2pp | 69.0%-43.7pp |
| Annual return | 8.43% | 2866.98%-2858.6pp | 425.96%-417.5pp | 169.23%-160.8pp |
| Employer contribution / active EE | $559 | $1,723-67.5% | $2,470-77.4% | $1,963-71.5% |
| Participant deferral / active EE | $861 | $2,777-69.0% | $3,497-75.4% | $3,054-71.8% |
| Admin fee / account holder | $17 | $467-96.3% | $5,480-99.7% | $504-96.6% |