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 |
|---|---|---|
BANKER INVESTMENT GROUP1 year Service code 15 · EIN 35-2039960 | Recordkeeping | $12,975 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,664 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,382 | $55,415-34.3% | $155,509-76.6% | $74,495-51.2% |
| Participation rate | 59.5% | 61.9%-2.4pp | 78.2%-18.7pp | 67.2%-7.7pp |
| Annual return | 13.77% | 268.50%-254.7pp | 64.67%-50.9pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $1,621 | $2,267-28.5% | $4,672-65.3% | $2,623-38.2% |
| Participant deferral / active EE | $3,589 | $2,836+26.6% | $5,626-36.2% | $4,346-17.4% |
| Admin fee / account holder | $233 | $1,738-86.6% | $15,912-98.5% | $1,942-88.0% |