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-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $19,710 |
AYOTTE DECKER LLC1 year Service code 15 · EIN 27-0376325 | Recordkeeping | $15,000 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $8,745 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $21,624 | $48,046-55.0% | $84,611-74.4% | $72,985-70.4% |
| Participation rate | 94.3% | 57.6%+36.8pp | 68.2%+26.1pp | 69.5%+24.9pp |
| Annual return | 26.71% | 37.38%-10.7pp | 258.74%-232.0pp | 81.00%-54.3pp |
| Employer contribution / active EE | $2,180 | $1,602+36.1% | $2,652-17.8% | $2,440-10.6% |
| Participant deferral / active EE | $4,737 | $2,680+76.7% | $3,899+21.5% | $3,607+31.3% |
| Admin fee / account holder | $523 | $3,395-84.6% | $4,912-89.4% | $5,124-89.8% |