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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,127 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY5+ years Service code 49 35 VILLAGE ROAD STE 601 · MIDDLETON, MA 01949 | 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 | $9,066 | $89,355-89.9% | $141,162-93.6% | $72,985-87.6% |
| Participation rate | 88.5% | 75.1%+13.4pp | 82.5%+6.1pp | 69.5%+19.1pp |
| Annual return | 23.73% | 111.85%-88.1pp | 71.39%-47.7pp | 81.00%-57.3pp |
| Employer contribution / active EE | $1,550 | $3,114-50.2% | $4,735-67.3% | $2,440-36.5% |
| Participant deferral / active EE | $2,928 | $5,418-46.0% | $6,709-56.4% | $3,607-18.8% |
| Admin fee / account holder | $45 | $5,958-99.2% | $10,261-99.6% | $5,124-99.1% |