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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $21,406 |
Service code 15 · EIN 46-1570929 | Recordkeeping | $13,000 |
M HOLDINGS SECURITIES INC2 years Filed as: M. HOLDINGS SECURITIES, INC. Service code 15 · EIN 91-1802259 | Recordkeeping | $9,098 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
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 | $3,716 | $89,739-95.9% | $149,718-97.5% | $62,292-94.0% |
| Participation rate | 85.4% | 85.1%+0.3pp | 87.1%-1.7pp | 69.5%+15.9pp |
| Annual return | 11.57% | 21.01%-9.4pp | 1501.63%-1490.1pp | 28.90%-17.3pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,445-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,937 | $4,797-59.6% | $6,569-70.5% | $3,169-38.9% |
| Admin fee / account holder | $103 | $551-81.4% | $11,283-99.1% | $479-78.6% |