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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $537 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MML INVESTORS Service code 49 11 SOUTHWOODS BLVD · ALBANY, NY 12211 | Other Services | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 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 | $9,932 | $51,466-80.7% | $78,778-87.4% | $62,292-84.1% |
| Participation rate | 45.9% | 59.8%-13.8pp | 69.2%-23.2pp | 69.5%-23.6pp |
| Annual return | 17.14% | 19.96%-2.8pp | 35.62%-18.5pp | 28.90%-11.8pp |
| Employer contribution / active EE | $329 | $827-60.3% | $1,986-83.5% | $2,042-83.9% |
| Participant deferral / active EE | $1,000 | $2,147-53.4% | $2,958-66.2% | $3,169-68.5% |
| Admin fee / account holder | $9 | $489-98.2% | $5,134-99.8% | $479-98.2% |