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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,975 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
R F LAFFERTY & CO INC2+ years Filed as: R F LAFFERTY & CO. INC Service code 49 333 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Other Services | $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.
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 | $20,155 | $63,905-68.5% | $74,183-72.8% | $57,658-65.0% |
| Participation rate | 41.2% | 79.8%-38.6pp | 76.6%-35.4pp | 70.2%-29.0pp |
| Annual return | 7.27% | 60.60%-53.3pp | 17.74%-10.5pp | 5.13%+2.1pp |
| Employer contribution / active EE | $0 | $1,840-100.0% | $2,370-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,025 | $3,448-70.3% | $3,550-71.1% | $3,061-66.5% |
| Admin fee / account holder | $13 | $91-85.4% | $5,586-99.8% | $95-86.0% |