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 | $530 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NFP RETIREMENT INC1 year Filed as: NFP NATIONAL FINANCIAL PARTNERS 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 | $66,349 | $46,297+43.3% | $71,671-7.4% | $62,292+6.5% |
| Participation rate | 18.6% | 60.6%-42.0pp | 68.7%-50.1pp | 69.5%-50.9pp |
| Annual return | 31.13% | 22.32%+8.8pp | 20.65%+10.5pp | 28.90%+2.2pp |
| Employer contribution / active EE | $602 | $1,412-57.3% | $2,460-75.5% | $2,042-70.5% |
| Participant deferral / active EE | $1,438 | $2,235-35.7% | $3,438-58.2% | $3,169-54.6% |
| Admin fee / account holder | $11 | $461-97.7% | $5,558-99.8% | $479-97.7% |