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-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,711 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MORGAN STANLEY 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.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,867 | $46,292-65.7% | $143,757-89.0% | $64,808-75.5% |
| Participation rate | 39.5% | 64.2%-24.7pp | 80.3%-40.8pp | 71.5%-32.0pp |
| Annual return | -21.74% | -10.05%-11.7pp | -0.04%-21.7pp | 32.82%-54.6pp |
| Employer contribution / active EE | $1,226 | $1,910-35.8% | $4,951-75.2% | $2,506-51.1% |
| Participant deferral / active EE | $2,028 | $2,646-23.4% | $5,637-64.0% | $4,310-53.0% |
| Admin fee / account holder | $22 | $154-85.6% | $14,673-99.8% | $188-88.2% |