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 |
|---|---|---|
Service code 15 · EIN 95-3517087 | Recordkeeping | $11,218 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,218 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,890 | $84,487-85.9% | $125,339-90.5% | $66,914-82.2% |
| Participation rate | 87.9% | 76.4%+11.4pp | 82.4%+5.5pp | 69.8%+18.0pp |
| Annual return | -22.86% | -8.39%-14.5pp | 572.05%-594.9pp | 1.58%-24.4pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,910 | $6,781-42.3% | $7,446-47.5% | $4,237-7.7% |
| Admin fee / account holder | $83 | $685-87.8% | $10,010-99.2% | $593-85.9% |