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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,841 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY4+ 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.
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 | $31,386 | $65,376-52.0% | $87,100-64.0% | $65,185-51.9% |
| Participation rate | 69.5% | 75.3%-5.9pp | 76.9%-7.4pp | 70.2%-0.7pp |
| Annual return | 19.45% | 31.27%-11.8pp | 28.19%-8.7pp | 29.38%-9.9pp |
| Employer contribution / active EE | $809 | $1,822-55.6% | $2,521-67.9% | $2,177-62.8% |
| Participant deferral / active EE | $2,771 | $3,388-18.2% | $4,049-31.6% | $3,514-21.1% |
| Admin fee / account holder | $89 | $520-82.8% | $7,497-98.8% | $847-89.5% |