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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,201 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $53,866 | $67,411-20.1% | $91,001-40.8% | $70,131-23.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 14.76% | -40.16%+54.9pp | 4.60%+10.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,369 | $1,786-23.4% | $2,456-44.3% | $2,342-41.6% |
| Participant deferral / active EE | $4,044 | $2,823+43.3% | $3,547+14.0% | $3,332+21.4% |
| Admin fee / account holder | $56 | $4,236-98.7% | $5,417-99.0% | $4,645-98.8% |