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 | $12,543 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
BCG SECURITIES5+ years Service code 49 1055 WESTLAKES DRIVE · BERWYN, PA 19312 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $21,070 | $40,174-47.6% | $84,015-74.9% | $67,579-68.8% |
| Participation rate | 26.6% | 62.7%-36.1pp | 69.0%-42.4pp | 71.3%-44.7pp |
| Annual return | 25.83% | 25.82%0pp | 71.31%-45.5pp | 378.56%-352.7pp |
| Employer contribution / active EE | $558 | $808-30.8% | $1,983-71.8% | $2,148-74.0% |
| Participant deferral / active EE | $922 | $2,301-59.9% | $3,239-71.5% | $3,539-73.9% |
| Admin fee / account holder | $52 | $128-59.6% | $6,101-99.2% | $142-63.6% |