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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $9,431 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,056 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $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 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 | $33,082 | $46,297-28.5% | $71,671-53.8% | $62,292-46.9% |
| Participation rate | 34.8% | 60.6%-25.8pp | 68.7%-33.9pp | 69.5%-34.7pp |
| Annual return | 15.01% | 22.32%-7.3pp | 20.65%-5.6pp | 28.90%-13.9pp |
| Employer contribution / active EE | $573 | $1,412-59.4% | $2,460-76.7% | $2,042-72.0% |
| Participant deferral / active EE | $1,139 | $2,235-49.1% | $3,438-66.9% | $3,169-64.1% |
| Admin fee / account holder | $18 | $461-96.0% | $5,558-99.7% | $479-96.2% |