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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,090 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $10,131 | $46,297-78.1% | $71,671-85.9% | $62,292-83.7% |
| Participation rate | 98.5% | 60.6%+37.9pp | 68.7%+29.8pp | 69.5%+29.0pp |
| Annual return | 14.26% | 22.32%-8.1pp | 20.65%-6.4pp | 28.90%-14.6pp |
| Employer contribution / active EE | $1,987 | $1,412+40.8% | $2,460-19.2% | $2,042-2.7% |
| Participant deferral / active EE | $815 | $2,235-63.5% | $3,438-76.3% | $3,169-74.3% |
| Admin fee / account holder | $6 | $461-98.7% | $5,558-99.9% | $479-98.8% |