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 | $33,419 |
Filed as: AXA ADVISORS, LLC Service code 15 · EIN 13-4071393 | Recordkeeping | $18,423 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,041 | $66,601-51.9% | $92,893-65.5% | $67,579-52.6% |
| Participation rate | 38.4% | 72.5%-34.1pp | 76.0%-37.6pp | 71.3%-32.9pp |
| Annual return | 23.99% | 92.58%-68.6pp | 109.41%-85.4pp | 378.56%-354.6pp |
| Employer contribution / active EE | $121 | $2,775-95.6% | $3,653-96.7% | $2,148-94.4% |
| Participant deferral / active EE | $1,903 | $3,157-39.7% | $4,236-55.1% | $3,539-46.2% |
| Admin fee / account holder | $296 | $199+48.9% | $5,794-94.9% | $142+108.2% |