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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,015 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $28,949 | $43,504-33.5% | $68,793-57.9% | $56,287-48.6% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.2%+27.8pp | 69.9%+30.1pp |
| Annual return | -3.76% | -3.15%-0.6pp | -4.63%+0.9pp | -9.96%+6.2pp |
| Employer contribution / active EE | $1,271 | $1,525-16.7% | $2,625-51.6% | $2,111-39.8% |
| Participant deferral / active EE | $3,655 | $2,509+45.7% | $3,311+10.4% | $3,350+9.1% |
| Admin fee / account holder | $23 | $515-95.5% | $5,131-99.6% | $521-95.6% |