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 | $875 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES ASSOCIATES Service code 49 1069 THIRD ST. · BEAVER, PA 15009 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $47,765 | $46,297+3.2% | $71,671-33.4% | $62,292-23.3% |
| Participation rate | 36.8% | 60.6%-23.9pp | 68.7%-32.0pp | 69.5%-32.7pp |
| Annual return | 14.38% | 22.32%-7.9pp | 20.65%-6.3pp | 28.90%-14.5pp |
| Employer contribution / active EE | $318 | $1,412-77.5% | $2,460-87.1% | $2,042-84.4% |
| Participant deferral / active EE | $859 | $2,235-61.6% | $3,438-75.0% | $3,169-72.9% |
| Admin fee / account holder | $13 | $461-97.1% | $5,558-99.8% | $479-97.2% |