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 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,770 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY6+ years Service code 49 1 TOWER BRIDGE 100 FRONT STREET · WEST CONSHOHOCKEN, PA 19460 | 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).
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 | $37,752 | $35,986+4.9% | $77,482-51.3% | $73,488-48.6% |
| Participation rate | 24.4% | 40.8%-16.4pp | 54.2%-29.8pp | 70.7%-46.3pp |
| Annual return | 12.95% | 19.26%-6.3pp | 54.79%-41.8pp | 28.51%-15.6pp |
| Employer contribution / active EE | $0 | $557-100.0% | $986-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $442 | $1,198-63.1% | $1,861-76.2% | $3,740-88.2% |
| Admin fee / account holder | $105 | $466-77.5% | $2,858-96.3% | $513-79.6% |