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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,584 |
Service code 15 · EIN 52-2222924 | Recordkeeping | $7,017 |
EISNERAMPER LLP6 years Filed as: EISNER AMPER WEALTH MANAGEMENT CORP Service code 15 · EIN 22-3655451 | Recordkeeping | $2,148 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,973 | $101,317-59.6% | $146,958-72.1% | $74,495-45.0% |
| Participation rate | 29.1% | 75.5%-46.4pp | 82.2%-53.1pp | 67.2%-38.1pp |
| Annual return | 15.53% | 8730.91%-8715.4pp | 418.34%-402.8pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,923 | $7,303-60.0% | $8,070-63.8% | $4,346-32.7% |
| Admin fee / account holder | $255 | $1,739-85.3% | $12,998-98.0% | $1,942-86.9% |