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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,460 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 49 10960 WILSHIRE BLVD · LOS ANGELES, CA 90024 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,698 | $61,214-67.8% | $83,333-76.4% | $56,287-65.0% |
| Participation rate | 66.9% | 72.6%-5.6pp | 77.8%-10.8pp | 69.9%-2.9pp |
| Annual return | -8.64% | 0.42%-9.1pp | 10.63%-19.3pp | -9.96%+1.3pp |
| Employer contribution / active EE | $589 | $1,925-69.4% | $3,379-82.6% | $2,111-72.1% |
| Participant deferral / active EE | $4,291 | $5,091-15.7% | $5,565-22.9% | $3,350+28.1% |
| Admin fee / account holder | $9 | $512-98.2% | $7,510-99.9% | $521-98.2% |