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 |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,200 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
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 | $13,884 | $72,770-80.9% | $67,652-79.5% | $55,191-74.8% |
| Participation rate | 40.8% | 78.8%-37.9pp | 75.7%-34.8pp | 69.2%-28.3pp |
| Annual return | -0.90% | -3.26%+2.4pp | 6625.04%-6625.9pp | 10.78%-11.7pp |
| Employer contribution / active EE | $662 | $1,769-62.6% | $2,266-70.8% | $1,899-65.1% |
| Participant deferral / active EE | $1,037 | $3,408-69.6% | $3,560-70.9% | $3,046-66.0% |
| Admin fee / account holder | $38 | $79-52.2% | $4,821-99.2% | $91-58.5% |