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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,125 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 49 16644 W BERNARDO DRIVE STE 400 · SAN DIEGO, CA 92127 | Other Services | $0 |
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 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 | $24,168 | $70,002-65.5% | $115,037-79.0% | $52,331-53.8% |
| Participation rate | 50.2% | 72.1%-21.9pp | 81.4%-31.2pp | 68.1%-17.9pp |
| Annual return | 4.14% | 4.04%+0.1pp | 26.14%-22.0pp | 4.54%-0.4pp |
| Employer contribution / active EE | $1,059 | $2,715-61.0% | $4,608-77.0% | $1,882-43.7% |
| Participant deferral / active EE | $2,432 | $4,920-50.6% | $6,026-59.6% | $3,022-19.5% |
| Admin fee / account holder | $47 | $566-91.8% | $8,175-99.4% | $592-92.1% |