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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,908 |
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 | $4,542 | $60,795-92.5% | $69,455-93.5% | $65,185-93.0% |
| Participation rate | 88.1% | 74.9%+13.3pp | 74.6%+13.5pp | 70.2%+17.9pp |
| Annual return | 31.95% | 17.46%+14.5pp | 28.97%+3.0pp | 29.38%+2.6pp |
| Employer contribution / active EE | $829 | $2,452-66.2% | $2,779-70.2% | $2,177-61.9% |
| Participant deferral / active EE | $1,676 | $3,162-47.0% | $3,535-52.6% | $3,514-52.3% |
| Admin fee / account holder | $62 | $314-80.3% | $3,839-98.4% | $847-92.7% |