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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,277 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISOR NETWORKS Service code 49 701 4TH AVENUE SOUTH · MINNEAPOLIS, MN 55415 | 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 | $15,811 | $55,214-71.4% | $104,607-84.9% | $73,488-78.5% |
| Participation rate | 78.1% | 67.8%+10.3pp | 74.1%+4.1pp | 70.7%+7.5pp |
| Annual return | 14.48% | 24.79%-10.3pp | 340.46%-326.0pp | 28.51%-14.0pp |
| Employer contribution / active EE | $2,011 | $1,468+37.0% | $2,681-25.0% | $2,270-11.4% |
| Participant deferral / active EE | $2,048 | $2,925-30.0% | $3,740-45.2% | $3,740-45.2% |
| Admin fee / account holder | $16 | $424-96.2% | $6,473-99.7% | $513-96.8% |