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 | $10,594 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: KESTRA INVESTMENT SERVICES Service code 49 245 FISCHER AVE A2 · LONG BEACH, CA 92626 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $19,741 | $65,376-69.8% | $87,100-77.3% | $65,185-69.7% |
| Participation rate | 80.0% | 75.3%+4.7pp | 76.9%+3.1pp | 70.2%+9.8pp |
| Annual return | 21.06% | 31.27%-10.2pp | 28.19%-7.1pp | 29.38%-8.3pp |
| Employer contribution / active EE | $613 | $1,822-66.4% | $2,521-75.7% | $2,177-71.9% |
| Participant deferral / active EE | $1,319 | $3,388-61.1% | $4,049-67.4% | $3,514-62.5% |
| Admin fee / account holder | $62 | $520-88.1% | $7,497-99.2% | $847-92.7% |