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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,275 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2 years 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 | $43,208 | $89,652-51.8% | $141,162-69.4% | $65,185-33.7% |
| Participation rate | 48.1% | 74.7%-26.6pp | 82.5%-34.3pp | 70.2%-22.1pp |
| Annual return | 30.57% | 32.79%-2.2pp | 71.39%-40.8pp | 29.38%+1.2pp |
| Employer contribution / active EE | $940 | $3,065-69.3% | $4,735-80.1% | $2,177-56.8% |
| Participant deferral / active EE | $3,690 | $5,691-35.2% | $6,709-45.0% | $3,514+5.0% |
| Admin fee / account holder | $13 | $569-97.7% | $10,261-99.9% | $847-98.5% |