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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $385 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 49 ONE PENN PLAZA 47TH FL · NEW YORK, NY 10119 | 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 | $33,101 | $55,453-40.3% | $170,442-80.6% | $62,292-46.9% |
| Participation rate | 11.4% | 66.4%-55.0pp | 83.6%-72.2pp | 69.5%-58.2pp |
| Annual return | 16.30% | 21.38%-5.1pp | 205.93%-189.6pp | 28.90%-12.6pp |
| Employer contribution / active EE | $296 | $2,164-86.3% | $5,433-94.6% | $2,042-85.5% |
| Participant deferral / active EE | $675 | $2,303-70.7% | $4,939-86.3% | $3,169-78.7% |
| Admin fee / account holder | $12 | $455-97.3% | $13,880-99.9% | $479-97.4% |