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 | $7,495 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $31,303 | $46,173-32.2% | $170,442-81.6% | $69,631-55.0% |
| Participation rate | 24.2% | 63.9%-39.7pp | 83.6%-59.4pp | 70.7%-46.5pp |
| Annual return | 17.21% | 21.62%-4.4pp | 205.93%-188.7pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $296 | $1,610-81.6% | $5,433-94.6% | $2,032-85.4% |
| Participant deferral / active EE | $751 | $2,080-63.9% | $4,939-84.8% | $3,224-76.7% |
| Admin fee / account holder | $81 | $116-30.5% | $13,880-99.4% | $110-27.0% |