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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $33,526 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,560 |
ADP BROKER-DEALER5+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,035 | $86,332-27.0% | $125,175-49.6% | $65,185-3.3% |
| Participation rate | 35.3% | 75.3%-40.0pp | 79.8%-44.5pp | 70.2%-34.9pp |
| Annual return | 22.10% | 27.43%-5.3pp | 43.79%-21.7pp | 29.38%-7.3pp |
| Employer contribution / active EE | $931 | $2,040-54.4% | $3,865-75.9% | $2,177-57.2% |
| Participant deferral / active EE | $1,696 | $3,537-52.0% | $4,937-65.6% | $3,514-51.7% |
| Admin fee / account holder | $52 | $609-91.4% | $9,702-99.5% | $847-93.8% |