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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,961 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,335 | $69,010-76.3% | $159,960-89.8% | $68,494-76.2% |
| Participation rate | 89.4% | 65.4%+24.0pp | 78.0%+11.5pp | 67.9%+21.5pp |
| Annual return | -14.98% | -9.65%-5.3pp | 408.60%-423.6pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,857 | $2,213-16.1% | $4,226-56.1% | $2,596-28.5% |
| Participant deferral / active EE | $2,904 | $4,212-31.1% | $6,182-53.0% | $4,027-27.9% |
| Admin fee / account holder | $28 | $4,798-99.4% | $8,698-99.7% | $5,403-99.5% |