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 | $2,968 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NFP RETIREMENT INC1 year Filed as: NFP NATIONAL FINANCIAL PARTNERS Service code 49 9525 KATY FREEWAY · HOUSTON, TX 77024 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $34,317 | $36,767-6.7% | $81,478-57.9% | $62,292-44.9% |
| Participation rate | 40.1% | 54.4%-14.3pp | 68.0%-27.8pp | 69.5%-29.4pp |
| Annual return | 14.16% | 173.80%-159.6pp | 38.78%-24.6pp | 28.90%-14.7pp |
| Employer contribution / active EE | $905 | $1,128-19.8% | $2,568-64.7% | $2,042-55.7% |
| Participant deferral / active EE | $1,742 | $2,111-17.4% | $3,537-50.7% | $3,169-45.0% |
| Admin fee / account holder | $19 | $797-97.7% | $4,561-99.6% | $479-96.1% |