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 9-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 |
|---|---|---|
OESTRIECHER & CO., CPAS4 years Filed as: OESTRIECHER & CO., CPA Service code 15 · EIN 72-0910574 | Recordkeeping | $6,500 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,486 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,917 | $52,293-73.4% | $178,490-92.2% | $73,409-81.0% |
| Participation rate | 44.7% | 65.3%-20.6pp | 81.9%-37.2pp | 72.2%-27.5pp |
| Annual return | 17.36% | 34.75%-17.4pp | 151.07%-133.7pp | 59.29%-41.9pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,161 | $2,332-50.2% | $5,202-77.7% | $3,805-69.5% |
| Admin fee / account holder | $53 | $127-58.5% | $13,984-99.6% | $158-66.5% |