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 8-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 | $816 |
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 | $6,895 | $38,075-81.9% | $93,406-92.6% | $73,488-90.6% |
| Participation rate | 82.2% | 56.7%+25.5pp | 66.8%+15.4pp | 70.7%+11.5pp |
| Annual return | 40.07% | 17.59%+22.5pp | 78.05%-38.0pp | 28.51%+11.6pp |
| Employer contribution / active EE | $1,296 | $1,117+16.0% | $2,075-37.5% | $2,270-42.9% |
| Participant deferral / active EE | $2,487 | $2,012+23.6% | $3,126-20.4% | $3,740-33.5% |
| Admin fee / account holder | $25 | $351-92.9% | $5,230-99.5% | $513-95.1% |