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 | $596 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CAMBRIDGE INVESTMENT RESEARCH3+ years Service code 49 1122 LAUREL LANE · OBISPO, CA 93401 | Other Services | $0 |
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 | $1,420 | $31,388-95.5% | $73,545-98.1% | $62,292-97.7% |
| Participation rate | 70.8% | 39.9%+30.9pp | 54.9%+15.8pp | 69.5%+1.3pp |
| Annual return | 18.32% | 25.34%-7.0pp | -15.16%+33.5pp | 28.90%-10.6pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $764 | $1,028-25.7% | $1,806-57.7% | $3,169-75.9% |
| Admin fee / account holder | $2 | $299-99.2% | $2,320-99.9% | $479-99.5% |