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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,925 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: SMITH BARNEY Service code 49 4969 US HWY 42 · LOUISVILLE, KY 40222 | 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.
Employer 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,804 | $110,483-87.5% | $145,433-90.5% | $79,634-82.7% |
| Participation rate | 39.2% | 71.1%-31.9pp | 82.1%-42.9pp | 62.5%-23.3pp |
| Annual return | 15.97% | 24.62%-8.7pp | 66.58%-50.6pp | 36.46%-20.5pp |
| Employer contribution / active EE | $712 | $4,053-82.4% | $4,554-84.4% | $2,529-71.9% |
| Participant deferral / active EE | $1,119 | $7,216-84.5% | $7,897-85.8% | $3,835-70.8% |
| Admin fee / account holder | $23 | $680-96.7% | $13,129-99.8% | $1,002-97.7% |