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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,685 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES ASSOCIATES Service code 49 151 MEETING STEET · CHARLESTON, SC 29401 | 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 | $26,691 | $63,156-57.7% | $122,332-78.2% | $62,292-57.2% |
| Participation rate | 53.0% | 60.0%-7.0pp | 71.6%-18.7pp | 69.5%-16.5pp |
| Annual return | 19.67% | 20.61%-0.9pp | 30.27%-10.6pp | 28.90%-9.2pp |
| Employer contribution / active EE | $1,124 | $1,385-18.8% | $4,050-72.3% | $2,042-45.0% |
| Participant deferral / active EE | $1,533 | $2,321-34.0% | $3,287-53.4% | $3,169-51.6% |
| Admin fee / account holder | $12 | $440-97.2% | $5,478-99.8% | $479-97.4% |