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 year Filed as: ADP, LLC Service code 37 · EIN 13-3036745 | Loan Processing | $250 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 600 LONGWATER DRIVE SUITE 202 · NORWELL, MA 02061 | 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 | $31,795 | $73,102-56.5% | $123,544-74.3% | $56,287-43.5% |
| Participation rate | 41.9% | 74.3%-32.4pp | 82.3%-40.4pp | 69.9%-27.9pp |
| Annual return | -1.81% | 3.01%-4.8pp | 119.20%-121.0pp | -9.96%+8.1pp |
| Employer contribution / active EE | $771 | $2,977-74.1% | $4,628-83.3% | $2,111-63.5% |
| Participant deferral / active EE | $2,743 | $5,423-49.4% | $6,426-57.3% | $3,350-18.1% |
| Admin fee / account holder | $3 | $554-99.5% | $9,284-100.0% | $521-99.4% |