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 8-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 | $5,915 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,222 |
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 | $27,756 | $31,679-12.4% | $74,701-62.8% | $65,185-57.4% |
| Participation rate | 18.9% | 40.4%-21.4pp | 54.5%-35.5pp | 70.2%-51.3pp |
| Annual return | 21.24% | 39.04%-17.8pp | 752.92%-731.7pp | 29.38%-8.1pp |
| Employer contribution / active EE | $199 | $566-64.8% | $1,084-81.6% | $2,177-90.9% |
| Participant deferral / active EE | $501 | $1,191-57.9% | $1,964-74.5% | $3,514-85.7% |
| Admin fee / account holder | $107 | $379-71.8% | $3,333-96.8% | $847-87.4% |