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 52 · EIN 13-5674085 | Indirect Investment Fees | $27,229 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,780 |
ADP BROKER-DEALER2+ 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 | $85,611 | $54,541+57.0% | $78,778+8.7% | $70,131+22.1% |
| Participation rate | 57.7% | 60.8%-3.1pp | 69.2%-11.5pp | 69.5%-11.8pp |
| Annual return | 20.79% | 21.07%-0.3pp | 35.62%-14.8pp | 73.14%-52.4pp |
| Employer contribution / active EE | $1,753 | $1,089+61.0% | $1,986-11.7% | $2,342-25.2% |
| Participant deferral / active EE | $3,850 | $2,210+74.2% | $2,958+30.1% | $3,332+15.6% |
| Admin fee / account holder | $26 | $3,709-99.3% | $5,134-99.5% | $4,645-99.4% |