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 | $1,720 |
ADP BROKER-DEALER2+ 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 | $10,816 | $28,416-61.9% | $73,545-85.3% | $69,631-84.5% |
| Participation rate | 21.8% | 38.3%-16.5pp | 54.9%-33.1pp | 70.7%-48.9pp |
| Annual return | 20.90% | -694.13%+715.0pp | -15.16%+36.1pp | 27571.02%-27550.1pp |
| Employer contribution / active EE | $301 | $430-30.2% | $1,219-75.3% | $2,032-85.2% |
| Participant deferral / active EE | $470 | $897-47.6% | $1,806-74.0% | $3,224-85.4% |
| Admin fee / account holder | $26 | $104-74.6% | $2,320-98.9% | $110-76.0% |