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 | $16,625 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $13,028 |
ADP BROKER-DEALER2 years 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 | $38,342 | $78,422-51.1% | $95,952-60.0% | $79,858-52.0% |
| Participation rate | 88.8% | 73.5%+15.3pp | 77.1%+11.7pp | 69.6%+19.1pp |
| Annual return | 13.63% | 19.37%-5.7pp | 91.61%-78.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,403 | $1,945-27.9% | $2,541-44.8% | $2,471-43.2% |
| Participant deferral / active EE | $4,503 | $3,440+30.9% | $4,167+8.1% | $3,740+20.4% |
| Admin fee / account holder | $329 | $5,622-94.1% | $6,795-95.2% | $5,306-93.8% |