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 8-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 | $30,158 |
MORGAN STANLEY SMITH BARNEY2 years Service code 15 · EIN 20-8764829 | Recordkeeping | $18,085 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,810 | $42,353-65.0% | $79,550-81.4% | $64,808-77.1% |
| Participation rate | 91.4% | 64.8%+26.6pp | 69.5%+21.9pp | 71.5%+19.9pp |
| Annual return | -17.56% | -12.24%-5.3pp | 0.16%-17.7pp | 32.82%-50.4pp |
| Employer contribution / active EE | $2,278 | $1,181+93.0% | $2,413-5.6% | $2,506-9.1% |
| Participant deferral / active EE | $3,763 | $3,170+18.7% | $3,985-5.6% | $4,310-12.7% |
| Admin fee / account holder | $160 | $160+0.1% | $6,832-97.7% | $188-14.9% |