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 | $2,575 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
PROEQUITIES INC1 year Filed as: PROEQUITIES, INC Service code 49 41830 PONMEADOW · NORTHVILLE, MI 48168 | 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).
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 | $15,508 | $65,365-76.3% | $92,893-83.3% | $72,985-78.8% |
| Participation rate | 76.0% | 68.3%+7.7pp | 76.0%0pp | 69.5%+6.5pp |
| Annual return | 28.97% | 42.10%-13.1pp | 109.41%-80.4pp | 81.00%-52.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,358 | $3,128-24.6% | $4,236-44.3% | $3,607-34.6% |
| Admin fee / account holder | $26 | $4,251-99.4% | $5,794-99.6% | $5,124-99.5% |