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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,639 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
CADARET GRANT & CO INC1 year Filed as: CADARET GRANT AND COMPANY Service code 49 1 UNIVERSITY PLAZA DR 108 · HACKENSACK, NJ 07601 | Other Services | $0 |
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 | $46,126 | $63,346-27.2% | $92,233-50.0% | $70,131-34.2% |
| Participation rate | 56.8% | 68.7%-11.9pp | 76.5%-19.7pp | 69.5%-12.7pp |
| Annual return | 16.10% | 530.12%-514.0pp | 176.28%-160.2pp | 73.14%-57.0pp |
| Employer contribution / active EE | $403 | $2,471-83.7% | $3,679-89.0% | $2,342-82.8% |
| Participant deferral / active EE | $3,393 | $2,854+18.9% | $3,897-12.9% | $3,332+1.8% |
| Admin fee / account holder | $107 | $3,840-97.2% | $5,194-97.9% | $4,645-97.7% |