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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,140 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SECURITIES AMERICA INC5+ years Filed as: SECURITIES SERVICE NETWORK, INC Service code 49 1317 RT 73 SUITE 107 · MT LAUREL, NJ 08054 | 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 | $30,721 | $66,310-53.7% | $93,606-67.2% | $65,185-52.9% |
| Participation rate | 67.9% | 74.0%-6.1pp | 75.8%-7.9pp | 70.2%-2.3pp |
| Annual return | 25.05% | 42.58%-17.5pp | 32.76%-7.7pp | 29.38%-4.3pp |
| Employer contribution / active EE | $1,445 | $2,012-28.2% | $2,718-46.8% | $2,177-33.6% |
| Participant deferral / active EE | $4,182 | $3,342+25.1% | $4,069+2.8% | $3,514+19.0% |
| Admin fee / account holder | $15 | $6,897-99.8% | $7,888-99.8% | $847-98.3% |