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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,088 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $20,357 | $72,012-71.7% | $185,823-89.0% | $79,858-74.5% |
| Participation rate | 98.3% | 65.8%+32.5pp | 78.0%+20.2pp | 69.6%+28.6pp |
| Annual return | 13.58% | 23.12%-9.5pp | 35.95%-22.4pp | 31.71%-18.1pp |
| Employer contribution / active EE | $857 | $1,965-56.4% | $4,087-79.0% | $2,471-65.3% |
| Participant deferral / active EE | $3,107 | $3,779-17.8% | $5,632-44.8% | $3,740-16.9% |
| Admin fee / account holder | $83 | $4,513-98.2% | $9,500-99.1% | $5,306-98.4% |