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 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,445 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL5 years Service code 49 350 HUDSON ST · NEW YORK, NY 10014 | 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 | $18,157 | $66,124-72.5% | $90,404-79.9% | $73,488-75.3% |
| Participation rate | 68.8% | 69.7%-0.9pp | 72.7%-3.9pp | 70.7%-1.9pp |
| Annual return | 18.96% | 17.65%+1.3pp | 1293.02%-1274.1pp | 28.51%-9.5pp |
| Employer contribution / active EE | $1,105 | $2,346-52.9% | $3,262-66.1% | $2,270-51.3% |
| Participant deferral / active EE | $1,931 | $3,039-36.4% | $3,963-51.3% | $3,740-48.4% |
| Admin fee / account holder | $8 | $396-97.9% | $5,611-99.9% | $513-98.4% |