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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,001 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 49 91 NORTH FRONT STE · KINGSTON, NY 12401 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,924 | $59,186-54.5% | $76,768-64.9% | $56,287-52.2% |
| Participation rate | 67.9% | 75.2%-7.3pp | 77.0%-9.0pp | 69.9%-1.9pp |
| Annual return | -8.36% | 6.62%-15.0pp | 2.43%-10.8pp | -9.96%+1.6pp |
| Employer contribution / active EE | $732 | $1,759-58.4% | $2,485-70.5% | $2,111-65.3% |
| Participant deferral / active EE | $2,444 | $3,255-24.9% | $3,852-36.6% | $3,350-27.0% |
| Admin fee / account holder | $69 | $489-86.0% | $6,675-99.0% | $521-86.9% |