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 5-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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,583 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 595 SOUTH FEDERAL HIGHWAY · BOCA RATON, FL 33432 | 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,383 | $56,485-69.2% | $185,823-90.6% | $86,799-80.0% |
| Participation rate | 39.6% | 65.5%-25.9pp | 81.7%-42.1pp | 72.3%-32.7pp |
| Annual return | 57.43% | 118.04%-60.6pp | 122.05%-64.6pp | 97.91%-40.5pp |
| Employer contribution / active EE | $1,131 | $1,843-38.6% | $5,167-78.1% | $2,405-53.0% |
| Participant deferral / active EE | $1,870 | $2,553-26.8% | $5,568-66.4% | $4,131-54.7% |
| Admin fee / account holder | $20 | $150-86.4% | $16,237-99.9% | $170-88.0% |