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 Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
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 | $8,113 | $43,423-81.3% | $78,689-89.7% | $55,167-85.3% |
| Participation rate | 63.2% | 68.0%-4.8pp | 73.6%-10.3pp | 69.0%-5.8pp |
| Annual return | 5.62% | 11.53%-5.9pp | 62.18%-56.6pp | 169.23%-163.6pp |
| Employer contribution / active EE | $3,082 | $1,997+54.4% | $2,851+8.1% | $1,963+57.1% |
| Participant deferral / active EE | $1,816 | $2,509-27.6% | $3,517-48.4% | $3,054-40.5% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |