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 | $6,300 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $605 |
ADP BROKER-DEALER6+ 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 | $70,441 | $53,901+30.7% | $134,143-47.5% | $73,488-4.1% |
| Participation rate | 34.0% | 62.8%-28.8pp | 72.2%-38.2pp | 70.7%-36.7pp |
| Annual return | 14.67% | 15.82%-1.2pp | 36.33%-21.7pp | 28.51%-13.8pp |
| Employer contribution / active EE | $562 | $1,458-61.4% | $3,704-84.8% | $2,270-75.2% |
| Participant deferral / active EE | $1,225 | $2,739-55.3% | $3,499-65.0% | $3,740-67.2% |
| Admin fee / account holder | $141 | $581-75.7% | $6,684-97.9% | $513-72.5% |