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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $800 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER & CO Service code 49 580 CALIFORNIA ST # 2300 · SAN FRANCISCO, CA 94104 | 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 | $22,848 | $75,183-69.6% | $123,892-81.6% | $55,167-58.6% |
| Participation rate | 47.3% | 72.8%-25.5pp | 81.4%-34.1pp | 69.0%-21.6pp |
| Annual return | 30.56% | 19.01%+11.6pp | 47.52%-17.0pp | 169.23%-138.7pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $7,672 | $5,084+50.9% | $5,984+28.2% | $3,054+151.2% |
| Admin fee / account holder | $6 | $663-99.2% | $8,357-99.9% | $504-98.9% |