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 | $925 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $53,438 | $52,639+1.5% | $185,117-71.1% | $62,292-14.2% |
| Participation rate | 49.4% | 63.9%-14.5pp | 77.3%-27.9pp | 69.5%-20.1pp |
| Annual return | 15.37% | 19.57%-4.2pp | 40.50%-25.1pp | 28.90%-13.5pp |
| Employer contribution / active EE | $956 | $1,483-35.5% | $4,182-77.1% | $2,042-53.2% |
| Participant deferral / active EE | $2,377 | $3,097-23.2% | $5,045-52.9% | $3,169-25.0% |
| Admin fee / account holder | $9 | $374-97.6% | $8,159-99.9% | $479-98.1% |