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 |
|---|---|---|
Service code 15 · EIN 45-3794639 | Recordkeeping | $13,658 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,259 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $32,586 | $44,425-26.6% | $67,834-52.0% | $55,167-40.9% |
| Participation rate | 67.2% | 59.7%+7.5pp | 68.8%-1.6pp | 69.0%-1.8pp |
| Annual return | 7.73% | 17.80%-10.1pp | 138.47%-130.7pp | 169.23%-161.5pp |
| Employer contribution / active EE | $1,019 | $1,351-24.6% | $2,403-57.6% | $1,963-48.1% |
| Participant deferral / active EE | $2,384 | $2,166+10.1% | $3,160-24.5% | $3,054-21.9% |
| Admin fee / account holder | $221 | $530-58.3% | $4,622-95.2% | $504-56.1% |