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 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,357 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY5+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,472 | $73,638-51.8% | $95,952-63.0% | $73,488-51.7% |
| Participation rate | 64.4% | 76.2%-11.8pp | 77.1%-12.7pp | 70.7%-6.3pp |
| Annual return | 15.10% | 16.78%-1.7pp | 91.61%-76.5pp | 28.51%-13.4pp |
| Employer contribution / active EE | $934 | $1,863-49.9% | $2,541-63.3% | $2,270-58.9% |
| Participant deferral / active EE | $3,082 | $3,617-14.8% | $4,167-26.0% | $3,740-17.6% |
| Admin fee / account holder | $72 | $482-85.1% | $6,795-98.9% | $513-86.0% |