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 9-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 | $1,020 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $5,884 | $89,652-93.4% | $141,162-95.8% | $65,185-91.0% |
| Participation rate | 74.8% | 74.7%+0.1pp | 82.5%-7.7pp | 70.2%+4.6pp |
| Annual return | 32.53% | 32.79%-0.3pp | 71.39%-38.9pp | 29.38%+3.1pp |
| Employer contribution / active EE | $951 | $3,065-69.0% | $4,735-79.9% | $2,177-56.3% |
| Participant deferral / active EE | $1,431 | $5,691-74.9% | $6,709-78.7% | $3,514-59.3% |
| Admin fee / account holder | $7 | $569-98.8% | $10,261-99.9% | $847-99.2% |