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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,957 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MML INVESTORS SERVICES, LLC Service code 49 735 THIMBLE SHOALS BLVD · NEWPORT NEWS, VA 23606 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,026 | $44,960-68.8% | $84,966-83.5% | $74,495-81.2% |
| Participation rate | 23.5% | 49.4%-25.9pp | 67.5%-44.0pp | 67.2%-43.7pp |
| Annual return | 14.43% | 26.24%-11.8pp | 66.38%-52.0pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $135 | $1,457-90.8% | $2,727-95.1% | $2,623-94.9% |
| Participant deferral / active EE | $926 | $2,731-66.1% | $4,519-79.5% | $4,346-78.7% |
| Admin fee / account holder | $18 | $2,209-99.2% | $6,149-99.7% | $1,942-99.1% |