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 | $1,673 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,904 | $31,679-68.7% | $74,701-86.7% | $65,185-84.8% |
| Participation rate | 88.1% | 40.4%+47.8pp | 54.5%+33.7pp | 70.2%+17.9pp |
| Annual return | 22.37% | 39.04%-16.7pp | 752.92%-730.6pp | 29.38%-7.0pp |
| Employer contribution / active EE | $246 | $566-56.5% | $1,084-77.3% | $2,177-88.7% |
| Participant deferral / active EE | $1,126 | $1,191-5.5% | $1,964-42.7% | $3,514-68.0% |
| Admin fee / account holder | $15 | $379-96.0% | $3,333-99.5% | $847-98.2% |