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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $150 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NFP RETIREMENT INC1+ years Filed as: NFP Service code 49 4685 S HIGHLAND DR STE 201 · SALT LAKE CITY, UT 84117 | 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 | $65,119 | $44,425+46.6% | $67,834-4.0% | $55,167+18.0% |
| Participation rate | 15.0% | 59.7%-44.7pp | 68.8%-53.8pp | 69.0%-54.0pp |
| Annual return | 10.09% | 17.80%-7.7pp | 138.47%-128.4pp | 169.23%-159.1pp |
| Employer contribution / active EE | $611 | $1,351-54.8% | $2,403-74.6% | $1,963-68.9% |
| Participant deferral / active EE | $1,515 | $2,166-30.0% | $3,160-52.0% | $3,054-50.4% |
| Admin fee / account holder | $4 | $530-99.3% | $4,622-99.9% | $504-99.2% |