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 5-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+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,535 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,905 | $136,307-64.1% | $177,821-72.5% | $73,488-33.5% |
| Participation rate | 74.1% | 86.1%-12.0pp | 87.7%-13.6pp | 70.7%+3.4pp |
| Annual return | 0.00% | 18.68%-18.7pp | 48.32%-48.3pp | 28.51%-28.5pp |
| Employer contribution / active EE | $769 | $3,712-79.3% | $5,918-87.0% | $2,270-66.1% |
| Participant deferral / active EE | $4,761 | $5,829-18.3% | $7,714-38.3% | $3,740+27.3% |
| Admin fee / account holder | $97 | $596-83.7% | $12,427-99.2% | $513-81.1% |