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 | $55 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Filed as: WADDELL AND REED ADVISORS Service code 49 2100 RIVEREDGE PARKWAY · ATLANTA, GA 30328 | Other Services | $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.
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 | $8,932 | $225,748-96.0% | $136,294-93.4% | - |
| Participation rate | 16.2% | 69.2%-53.1pp | 81.9%-65.8pp | - |
| Annual return | 19.89% | 13.52%+6.4pp | 5155.94%-5136.1pp | - |
| Employer contribution / active EE | $0 | $3,134-100.0% | $4,695-100.0% | - |
| Participant deferral / active EE | $941 | $4,803-80.4% | $6,247-84.9% | - |
| Admin fee / account holder | $3 | $10,864-100.0% | $9,243-100.0% | - |