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 | $18,778 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $11,151 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $31,127 | $72,492-57.1% | $87,100-64.3% | $72,985-57.4% |
| Participation rate | 91.6% | 72.8%+18.8pp | 76.9%+14.7pp | 69.5%+22.1pp |
| Annual return | 21.69% | 24.46%-2.8pp | 28.19%-6.5pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,205 | $1,894-36.4% | $2,521-52.2% | $2,440-50.6% |
| Participant deferral / active EE | $3,692 | $3,270+12.9% | $4,049-8.8% | $3,607+2.3% |
| Admin fee / account holder | $325 | $5,055-93.6% | $7,497-95.7% | $5,124-93.7% |