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 | $1,535 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
HIGHTOWER ADVISORS LLC1 year Filed as: HIGHTOWER SECURITIES, LLC Service code 49 747 HOPKINS ROAD · WILLIAMSVILLE, NY 14221 | 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.
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 | $23,431 | $65,376-64.2% | $87,100-73.1% | $65,185-64.1% |
| Participation rate | 35.9% | 75.3%-39.5pp | 76.9%-41.0pp | 70.2%-34.3pp |
| Annual return | 27.19% | 31.27%-4.1pp | 28.19%-1.0pp | 29.38%-2.2pp |
| Employer contribution / active EE | $859 | $1,822-52.8% | $2,521-65.9% | $2,177-60.5% |
| Participant deferral / active EE | $1,566 | $3,388-53.8% | $4,049-61.3% | $3,514-55.4% |
| Admin fee / account holder | $18 | $520-96.6% | $7,497-99.8% | $847-97.9% |