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 9-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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,671 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY2 years Service code 49 522 FIFTH AVENUE · NEW YORK, NY 10036 | 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 | $23,764 | $51,288-53.7% | $81,983-71.0% | $73,409-67.6% |
| Participation rate | 54.5% | 64.0%-9.4pp | 69.2%-14.7pp | 72.2%-17.6pp |
| Annual return | 19.31% | 29.48%-10.2pp | 41.31%-22.0pp | 59.29%-40.0pp |
| Employer contribution / active EE | $1,421 | $1,487-4.4% | $2,498-43.1% | $2,234-36.4% |
| Participant deferral / active EE | $2,632 | $2,715-3.1% | $3,722-29.3% | $3,805-30.8% |
| Admin fee / account holder | $32 | $125-74.6% | $5,664-99.4% | $158-79.8% |