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 | $24,073 |
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).
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 | $12,143 | $60,795-80.0% | $69,455-82.5% | $65,185-81.4% |
| Participation rate | 92.6% | 74.9%+17.7pp | 74.6%+18.0pp | 70.2%+22.4pp |
| Annual return | 22.71% | 17.46%+5.3pp | 28.97%-6.3pp | 29.38%-6.7pp |
| Employer contribution / active EE | $777 | $2,452-68.3% | $2,779-72.0% | $2,177-64.3% |
| Participant deferral / active EE | $2,270 | $3,162-28.2% | $3,535-35.8% | $3,514-35.4% |
| Admin fee / account holder | $136 | $314-56.6% | $3,839-96.5% | $847-83.9% |