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 10-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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,318 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $14,639 | $55,453-73.6% | $170,442-91.4% | $62,292-76.5% |
| Participation rate | 29.7% | 66.4%-36.7pp | 83.6%-53.9pp | 69.5%-39.8pp |
| Annual return | 17.69% | 21.38%-3.7pp | 205.93%-188.2pp | 28.90%-11.2pp |
| Employer contribution / active EE | $424 | $2,164-80.4% | $5,433-92.2% | $2,042-79.3% |
| Participant deferral / active EE | $759 | $2,303-67.0% | $4,939-84.6% | $3,169-76.0% |
| Admin fee / account holder | $123 | $455-73.0% | $13,880-99.1% | $479-74.4% |