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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,971 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
RBC WEALTH MANAGEMENT5+ years Service code 49 246 FOUNDERS PARK DR · RAPID CITY, SD 57709 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $16,599 | $31,679-47.6% | $74,701-77.8% | $65,185-74.5% |
| Participation rate | 55.7% | 40.4%+15.3pp | 54.5%+1.2pp | 70.2%-14.5pp |
| Annual return | 34.19% | 39.04%-4.9pp | 752.92%-718.7pp | 29.38%+4.8pp |
| Employer contribution / active EE | $0 | $566-100.0% | $1,084-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,504 | $1,191+26.3% | $1,964-23.4% | $3,514-57.2% |
| Admin fee / account holder | $27 | $379-92.9% | $3,333-99.2% | $847-96.8% |