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 9-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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,558 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $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).
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 | $7,600 | $56,484-86.5% | $169,463-95.5% | $64,186-88.2% |
| Participation rate | 91.8% | 64.5%+27.2pp | 77.8%+14.0pp | 69.6%+22.2pp |
| Annual return | -7.82% | -1.55%-6.3pp | 1.83%-9.6pp | 7.63%-15.4pp |
| Employer contribution / active EE | $983 | $1,832-46.4% | $4,159-76.4% | $2,381-58.7% |
| Participant deferral / active EE | $2,715 | $3,448-21.3% | $5,277-48.5% | $3,470-21.7% |
| Admin fee / account holder | $11 | $4,174-99.7% | $9,109-99.9% | $4,888-99.8% |