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 | $3,345 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: CAPFINANCIAL SECURITIES, LLC Service code 49 4208 SIX FORKS ROAD, · RALEIGH, NC 27609 | 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 | $44,553 | $42,546+4.7% | $71,796-37.9% | $55,167-19.2% |
| Participation rate | 32.3% | 59.1%-26.8pp | 69.1%-36.8pp | 69.0%-36.7pp |
| Annual return | 9.07% | 12.36%-3.3pp | 78.04%-69.0pp | 169.23%-160.2pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,656 | $2,064-19.8% | $2,794-40.7% | $3,054-45.8% |
| Admin fee / account holder | $35 | $650-94.6% | $4,815-99.3% | $504-93.0% |