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 | $1,250 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Service code 49 112 NORTH PERSON ST · RALEIGH, NC 27601 | 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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,868 | $80,753-81.6% | $136,294-89.1% | $62,292-76.1% |
| Participation rate | 36.0% | 73.5%-37.6pp | 81.9%-45.9pp | 69.5%-33.5pp |
| Annual return | 65.43% | 35.83%+29.6pp | 5155.94%-5090.5pp | 28.90%+36.5pp |
| Employer contribution / active EE | $624 | $2,884-78.4% | $4,695-86.7% | $2,042-69.5% |
| Participant deferral / active EE | $1,025 | $5,164-80.1% | $6,247-83.6% | $3,169-67.6% |
| Admin fee / account holder | $12 | $525-97.7% | $9,243-99.9% | $479-97.4% |