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 9-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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $13,314 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $450 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | 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.
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 | $33,019 | $59,725-44.7% | $68,509-51.8% | - |
| Participation rate | 20.2% | 66.5%-46.3pp | 74.7%-54.5pp | - |
| Annual return | 0.66% | 51.05%-50.4pp | 8.27%-7.6pp | - |
| Employer contribution / active EE | $0 | $1,613-100.0% | $2,278-100.0% | - |
| Participant deferral / active EE | $620 | $2,426-74.4% | $3,382-81.7% | - |
| Admin fee / account holder | $17 | $8,564-99.8% | $5,275-99.7% | - |