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-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,768 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3 years 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.
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 | $26,091 | $50,815-48.7% | $155,509-83.2% | $77,643-66.4% |
| Participation rate | 33.9% | 63.1%-29.2pp | 78.2%-44.2pp | 70.6%-36.6pp |
| Annual return | 15.58% | 34.80%-19.2pp | 64.67%-49.1pp | 31.24%-15.7pp |
| Employer contribution / active EE | $1,329 | $1,993-33.3% | $4,672-71.5% | $2,726-51.2% |
| Participant deferral / active EE | $2,339 | $2,822-17.1% | $5,626-58.4% | $4,647-49.7% |
| Admin fee / account holder | $33 | $437-92.4% | $15,912-99.8% | $430-92.3% |