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-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $900 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3 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.
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 | $18,026 | $51,620-65.1% | $90,281-80.0% | $65,185-72.3% |
| Participation rate | 20.0% | 68.6%-48.6pp | 73.3%-53.3pp | 70.2%-50.2pp |
| Annual return | 25.51% | 24.94%+0.6pp | 78.10%-52.6pp | 29.38%-3.9pp |
| Employer contribution / active EE | $411 | $2,235-81.6% | $2,854-85.6% | $2,177-81.1% |
| Participant deferral / active EE | $675 | $2,871-76.5% | $3,885-82.6% | $3,514-80.8% |
| Admin fee / account holder | $27 | $384-92.9% | $5,351-99.5% | $847-96.8% |