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-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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 | $25,472 | $91,190-72.1% | $178,490-85.7% | $79,858-68.1% |
| Participation rate | 96.9% | 69.2%+27.7pp | 81.9%+15.0pp | 69.6%+27.3pp |
| Annual return | 1.72% | 24.19%-22.5pp | 151.07%-149.4pp | 31.71%-30.0pp |
| Employer contribution / active EE | $1,374 | $3,256-57.8% | $5,011-72.6% | $2,471-44.4% |
| Participant deferral / active EE | $2,672 | $3,236-17.4% | $5,202-48.6% | $3,740-28.6% |
| Admin fee / account holder | $32 | $6,751-99.5% | $13,984-99.8% | $5,306-99.4% |