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 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,474 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $13,639 |
ADP BROKER-DEALER3 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 | $21,249 | $91,552-76.8% | $133,956-84.1% | $79,858-73.4% |
| Participation rate | 86.3% | 73.3%+13.0pp | 79.8%+6.5pp | 69.6%+16.7pp |
| Annual return | 12.45% | 61.85%-49.4pp | 45.09%-32.6pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,606 | $2,384-32.6% | $3,919-59.0% | $2,471-35.0% |
| Participant deferral / active EE | $3,247 | $3,733-13.0% | $5,048-35.7% | $3,740-13.2% |
| Admin fee / account holder | $261 | $6,321-95.9% | $8,927-97.1% | $5,306-95.1% |