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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,021 |
ADP BROKER-DEALER4+ 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 | $26,283 | $47,977-45.2% | $154,107-82.9% | $56,287-53.3% |
| Participation rate | 90.6% | 66.2%+24.4pp | 83.0%+7.5pp | 69.9%+20.7pp |
| Annual return | -5.93% | 3.54%-9.5pp | 735.12%-741.0pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,973 | $2,169-9.0% | $5,298-62.8% | $2,111-6.5% |
| Participant deferral / active EE | $2,849 | $2,392+19.1% | $5,081-43.9% | $3,350-15.0% |
| Admin fee / account holder | $63 | $438-85.7% | $13,411-99.5% | $521-88.0% |