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 |
|---|---|---|
Filed as: BPAS Service code 15 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $13,630 |
Filed as: MML INVESTORS SERVICES Service code 10 1277 MAIN STREET · SPRINGFIELD, MA 01103 | Accounting | $9,903 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,167 | $45,343-51.1% | $150,298-85.3% | $67,986-67.4% |
| Participation rate | 44.4% | 51.9%-7.4pp | 77.8%-33.3pp | 57.2%-12.8pp |
| Annual return | 16.72% | 33.28%-16.6pp | 62.79%-46.1pp | 31.67%-14.9pp |
| Employer contribution / active EE | $651 | $1,462-55.5% | $4,154-84.3% | $2,019-67.8% |
| Participant deferral / active EE | $688 | $2,055-66.5% | $5,453-87.4% | $3,358-79.5% |
| Admin fee / account holder | $188 | $2,250-91.6% | $14,116-98.7% | $3,203-94.1% |