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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,969 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $26,853 | $54,573-50.8% | $90,951-70.5% | $73,488-63.5% |
| Participation rate | 98.4% | 61.2%+37.2pp | 69.0%+29.4pp | 70.7%+27.7pp |
| Annual return | 15.06% | 16.69%-1.6pp | 134.60%-119.5pp | 28.51%-13.5pp |
| Employer contribution / active EE | $1,016 | $991+2.5% | $2,122-52.1% | $2,270-55.2% |
| Participant deferral / active EE | $4,325 | $2,517+71.8% | $3,373+28.2% | $3,740+15.7% |
| Admin fee / account holder | $29 | $521-94.5% | $5,959-99.5% | $513-94.4% |