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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $500 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 49 55 E 52ND ST, 28TH FLR · NEW YORK, NY 10055 | 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 | $24,161 | $42,546-43.2% | $71,796-66.3% | $55,167-56.2% |
| Participation rate | 28.9% | 59.1%-30.2pp | 69.1%-40.2pp | 69.0%-40.1pp |
| Annual return | 17.12% | 12.36%+4.8pp | 78.04%-60.9pp | 169.23%-152.1pp |
| Employer contribution / active EE | $708 | $803-11.9% | $1,924-63.2% | $1,963-63.9% |
| Participant deferral / active EE | $1,378 | $2,064-33.2% | $2,794-50.7% | $3,054-54.9% |
| Admin fee / account holder | $9 | $650-98.6% | $4,815-99.8% | $504-98.2% |