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 | $3,790 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $0 |
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 | $21,443 | $55,453-61.3% | $170,442-87.4% | $62,292-65.6% |
| Participation rate | 96.1% | 66.4%+29.7pp | 83.6%+12.5pp | 69.5%+26.6pp |
| Annual return | 16.35% | 21.38%-5.0pp | 205.93%-189.6pp | 28.90%-12.5pp |
| Employer contribution / active EE | $397 | $2,164-81.6% | $5,433-92.7% | $2,042-80.6% |
| Participant deferral / active EE | $1,808 | $2,303-21.5% | $4,939-63.4% | $3,169-42.9% |
| Admin fee / account holder | $31 | $455-93.2% | $13,880-99.8% | $479-93.5% |