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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,944 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,940 | $59,186-59.6% | $76,768-68.8% | $56,287-57.5% |
| Participation rate | 56.9% | 75.2%-18.3pp | 77.0%-20.1pp | 69.9%-13.0pp |
| Annual return | -3.56% | 6.62%-10.2pp | 2.43%-6.0pp | -9.96%+6.4pp |
| Employer contribution / active EE | $769 | $1,759-56.3% | $2,485-69.1% | $2,111-63.6% |
| Participant deferral / active EE | $1,415 | $3,255-56.5% | $3,852-63.3% | $3,350-57.8% |
| Admin fee / account holder | $264 | $489-46.0% | $6,675-96.0% | $521-49.3% |