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 7-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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,036 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MML INVESTORS Service code 49 1295 STATE ST · WEST LONG BRANCH, NJ 07764 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $1,619 | $37,591-95.7% | $90,645-98.2% | $55,725-97.1% |
| Participation rate | 37.2% | 66.4%-29.2pp | 74.0%-36.8pp | 70.9%-33.7pp |
| Annual return | 0.00% | -3.20%+3.2pp | 1.88%-1.9pp | 244.93%-244.9pp |
| Employer contribution / active EE | $0 | $1,302-100.0% | $2,532-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $726 | $2,643-72.5% | $3,425-78.8% | $3,356-78.4% |
| Admin fee / account holder | $43 | $100-57.3% | $4,994-99.1% | $115-62.9% |