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 | $2,004 |
ADP BROKER-DEALER3+ 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 | $21,447 | $55,453-61.3% | $170,442-87.4% | $62,292-65.6% |
| Participation rate | 84.6% | 66.4%+18.2pp | 83.6%+1.0pp | 69.5%+15.0pp |
| Annual return | 15.91% | 21.38%-5.5pp | 205.93%-190.0pp | 28.90%-13.0pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,971 | $2,303-14.4% | $4,939-60.1% | $3,169-37.8% |
| Admin fee / account holder | $17 | $455-96.2% | $13,880-99.9% | $479-96.4% |