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 | $1,855 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer 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 | $2,825 | $38,365-92.6% | $84,611-96.7% | $65,185-95.7% |
| Participation rate | 76.7% | 55.7%+21.1pp | 68.2%+8.5pp | 70.2%+6.5pp |
| Annual return | 26.31% | 32.00%-5.7pp | 258.74%-232.4pp | 29.38%-3.1pp |
| Employer contribution / active EE | $1 | $1,258-99.9% | $2,652-100.0% | $2,177-99.9% |
| Participant deferral / active EE | $1,289 | $2,278-43.4% | $3,899-66.9% | $3,514-63.3% |
| Admin fee / account holder | $12 | $451-97.3% | $4,912-99.8% | $847-98.6% |