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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,550 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 49 5800 ARMADA DRIVE SUITE 300 · CARLSBAD, CA 90208 | Other Services | $0 |
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 | $59,378 | $76,552-22.4% | $123,892-52.1% | $62,891-5.6% |
| Participation rate | 86.0% | 73.0%+13.0pp | 81.4%+4.6pp | 69.3%+16.7pp |
| Annual return | 9.46% | 18.68%-9.2pp | 47.52%-38.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $2,462 | $2,883-14.6% | $4,617-46.7% | $2,281+7.9% |
| Participant deferral / active EE | $8,250 | $4,840+70.5% | $5,984+37.9% | $3,203+157.6% |
| Admin fee / account holder | $17 | $4,826-99.6% | $8,357-99.8% | $4,296-99.6% |