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 4-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 52 · EIN 13-5674085 | Indirect Investment Fees | $8,469 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $300 |
ADP BROKER-DEALER1+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,800 | $31,109-29.9% | $67,711-67.8% | $52,331-58.3% |
| Participation rate | 11.4% | 54.0%-42.6pp | 67.5%-56.1pp | 68.1%-56.7pp |
| Annual return | -0.20% | 23.70%-23.9pp | 25.41%-25.6pp | 4.54%-4.7pp |
| Employer contribution / active EE | $174 | $1,076-83.8% | $2,559-93.2% | $1,882-90.7% |
| Participant deferral / active EE | $282 | $1,970-85.7% | $3,585-92.1% | $3,022-90.7% |
| Admin fee / account holder | $10 | $466-97.8% | $4,255-99.8% | $592-98.3% |