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 |
|---|---|---|
CALVETTI FERGUSON1 year Filed as: CALVETTI FERGUSON, PC Service code 15 · EIN 13-4255527 | Recordkeeping | $11,770 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $110 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | 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 | $63,499 | $66,124-4.0% | $90,404-29.8% | $73,488-13.6% |
| Participation rate | 66.7% | 69.7%-3.0pp | 72.7%-6.0pp | 70.7%-4.0pp |
| Annual return | 15.61% | 17.65%-2.0pp | 1293.02%-1277.4pp | 28.51%-12.9pp |
| Employer contribution / active EE | $1,965 | $2,346-16.3% | $3,262-39.8% | $2,270-13.4% |
| Participant deferral / active EE | $4,740 | $3,039+56.0% | $3,963+19.6% | $3,740+26.7% |
| Admin fee / account holder | $128 | $396-67.8% | $5,611-97.7% | $513-75.1% |