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 | $1,375 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NFP RETIREMENT INC1 year Filed as: NFP NATIONAL FINANCIAL PARTNERS Service code 49 874 BRIGHTWATER CIRCLE · MAITLAND, FL 32751 | Other Services | $0 |
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 | $18,748 | $63,299-70.4% | $91,001-79.4% | $62,292-69.9% |
| Participation rate | 73.0% | 73.3%-0.3pp | 75.6%-2.6pp | 69.5%+3.5pp |
| Annual return | 42.02% | 20.99%+21.0pp | 4.60%+37.4pp | 28.90%+13.1pp |
| Employer contribution / active EE | $581 | $1,807-67.9% | $2,456-76.4% | $2,042-71.6% |
| Participant deferral / active EE | $1,758 | $2,943-40.3% | $3,547-50.5% | $3,169-44.5% |
| Admin fee / account holder | $17 | $468-96.4% | $5,417-99.7% | $479-96.5% |