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 7-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 | $10,084 |
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 | $5,752 | $52,293-89.0% | $178,490-96.8% | $73,409-92.2% |
| Participation rate | 91.3% | 65.3%+26.0pp | 81.9%+9.4pp | 72.2%+19.2pp |
| Annual return | 20.96% | 34.75%-13.8pp | 151.07%-130.1pp | 59.29%-38.3pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,311 | $2,332-0.9% | $5,202-55.6% | $3,805-39.3% |
| Admin fee / account holder | $46 | $127-64.2% | $13,984-99.7% | $158-71.1% |