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 | $2,457 |
ADP BROKER-DEALER3 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,833 | $101,317-57.7% | $146,958-70.9% | $74,495-42.5% |
| Participation rate | 80.6% | 75.5%+5.0pp | 82.2%-1.6pp | 67.2%+13.4pp |
| Annual return | 14.22% | 8730.91%-8716.7pp | 418.34%-404.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $3,007 | $3,810-21.1% | $4,933-39.0% | $2,623+14.6% |
| Participant deferral / active EE | $6,285 | $7,303-13.9% | $8,070-22.1% | $4,346+44.6% |
| Admin fee / account holder | $19 | $1,739-98.9% | $12,998-99.9% | $1,942-99.0% |