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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $540 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2 years Service code 49 205 S PARK AVE STE 500 · WINTER PARK, FL 32789 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $16,285 | $49,177-66.9% | $79,464-79.5% | $64,186-74.6% |
| Participation rate | 22.5% | 65.0%-42.6pp | 73.3%-50.9pp | 69.6%-47.1pp |
| Annual return | -9.31% | -1.16%-8.2pp | 718.14%-727.5pp | 7.63%-16.9pp |
| Employer contribution / active EE | $501 | $2,076-75.9% | $2,800-82.1% | $2,381-79.0% |
| Participant deferral / active EE | $864 | $2,821-69.4% | $3,704-76.7% | $3,470-75.1% |
| Admin fee / account holder | $19 | $3,839-99.5% | $5,113-99.6% | $4,888-99.6% |