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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,585 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,232 | $54,573-64.8% | $90,951-78.9% | $73,488-73.8% |
| Participation rate | 70.4% | 61.2%+9.2pp | 69.0%+1.4pp | 70.7%-0.3pp |
| Annual return | 25.64% | 16.69%+9.0pp | 134.60%-109.0pp | 28.51%-2.9pp |
| Employer contribution / active EE | $310 | $991-68.7% | $2,122-85.4% | $2,270-86.3% |
| Participant deferral / active EE | $1,879 | $2,517-25.4% | $3,373-44.3% | $3,740-49.8% |
| Admin fee / account holder | $18 | $521-96.6% | $5,959-99.7% | $513-96.6% |