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 | $2,670 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY5+ years Service code 49 16644 W BERNARDO DR · SAN DIEGO, CA 92127 | Other Services | $0 |
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 | $26,239 | $58,927-55.5% | $76,817-65.8% | $72,985-64.0% |
| Participation rate | 86.4% | 67.3%+19.0pp | 72.1%+14.3pp | 69.5%+16.9pp |
| Annual return | 23.53% | 2305.64%-2282.1pp | 1166.11%-1142.6pp | 81.00%-57.5pp |
| Employer contribution / active EE | $673 | $1,787-62.3% | $2,302-70.8% | $2,440-72.4% |
| Participant deferral / active EE | $4,506 | $2,690+67.5% | $3,336+35.1% | $3,607+24.9% |
| Admin fee / account holder | $21 | $4,013-99.5% | $6,420-99.7% | $5,124-99.6% |