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 15 · EIN 13-5674085 | Recordkeeping | $5,624 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,615 |
ADP BROKER-DEALER5+ 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 | $54,565 | $46,722+16.8% | $130,648-58.2% | $65,185-16.3% |
| Participation rate | 35.1% | 60.9%-25.8pp | 71.7%-36.6pp | 70.2%-35.1pp |
| Annual return | 69.71% | 24.17%+45.5pp | 1708.96%-1639.2pp | 29.38%+40.3pp |
| Employer contribution / active EE | $552 | $1,488-62.9% | $4,092-86.5% | $2,177-74.7% |
| Participant deferral / active EE | $1,096 | $2,545-57.0% | $3,603-69.6% | $3,514-68.8% |
| Admin fee / account holder | $69 | $453-84.8% | $5,464-98.7% | $847-91.9% |