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 |
|---|---|---|
CK FINANCIAL LLC3 years Service code 15 · EIN 46-2725880 | Recordkeeping | $20,008 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,705 |
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 | $60,213 | $81,474-26.1% | $133,956-55.1% | $73,488-18.1% |
| Participation rate | 52.2% | 76.4%-24.1pp | 79.8%-27.6pp | 70.7%-18.4pp |
| Annual return | 15.22% | 19.40%-4.2pp | 45.09%-29.9pp | 28.51%-13.3pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,617 | $3,786-30.9% | $5,048-48.2% | $3,740-30.0% |
| Admin fee / account holder | $265 | $713-62.9% | $8,927-97.0% | $513-48.4% |