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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $4,743 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $286 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $27,020 | $65,322-58.6% | $70,449-61.6% | $73,488-63.2% |
| Participation rate | 37.2% | 77.0%-39.7pp | 75.1%-37.8pp | 70.7%-33.5pp |
| Annual return | 18.32% | 15.71%+2.6pp | 109.03%-90.7pp | 28.51%-10.2pp |
| Employer contribution / active EE | $369 | $2,460-85.0% | $2,737-86.5% | $2,270-83.8% |
| Participant deferral / active EE | $1,559 | $3,375-53.8% | $3,709-58.0% | $3,740-58.3% |
| Admin fee / account holder | $63 | $214-70.6% | $3,845-98.4% | $513-87.7% |