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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,050 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 49 225 S 6TH STREET · MINNEAPOLIS, MN 55402 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,336 | $43,423-71.6% | $78,689-84.3% | $55,167-77.6% |
| Participation rate | 66.2% | 68.0%-1.8pp | 73.6%-7.3pp | 69.0%-2.8pp |
| Annual return | 13.11% | 11.53%+1.6pp | 62.18%-49.1pp | 169.23%-156.1pp |
| Employer contribution / active EE | $541 | $1,997-72.9% | $2,851-81.0% | $1,963-72.5% |
| Participant deferral / active EE | $1,719 | $2,509-31.5% | $3,517-51.1% | $3,054-43.7% |
| Admin fee / account holder | $7 | $416-98.2% | $4,510-99.8% | $504-98.6% |