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 7-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-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $880 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $654 | $42,810-98.5% | $169,463-99.6% | $55,725-98.8% |
| Participation rate | 74.3% | 64.7%+9.6pp | 77.8%-3.5pp | 70.9%+3.5pp |
| Annual return | 0.00% | -3.61%+3.6pp | 1.83%-1.8pp | 244.93%-244.9pp |
| Employer contribution / active EE | $0 | $1,402-100.0% | $4,159-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $666 | $3,141-78.8% | $5,277-87.4% | $3,356-80.1% |
| Admin fee / account holder | $1 | $106-98.8% | $9,109-100.0% | $115-98.9% |