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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,630 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
PROEQUITIES INC2 years 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).
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 | $16,613 | $72,277-77.0% | $101,248-83.6% | $79,858-79.2% |
| Participation rate | 76.1% | 68.5%+7.6pp | 75.8%+0.2pp | 69.6%+6.4pp |
| Annual return | 16.16% | 22.30%-6.1pp | 46.47%-30.3pp | 31.71%-15.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,852 | $3,282-13.1% | $4,370-34.7% | $3,740-23.7% |
| Admin fee / account holder | $15 | $4,400-99.7% | $5,945-99.8% | $5,306-99.7% |