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 9-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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,073 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AXA ADVISORS, INC Service code 49 1003 BISHOP ST · HONOLULU, HI 96813 | 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 | $14,653 | $60,124-75.6% | $90,404-83.8% | $79,858-81.7% |
| Participation rate | 34.3% | 65.0%-30.7pp | 72.7%-38.4pp | 69.6%-35.3pp |
| Annual return | 14.28% | 71.94%-57.7pp | 1293.02%-1278.7pp | 31.71%-17.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,537 | $2,938-47.7% | $3,963-61.2% | $3,740-58.9% |
| Admin fee / account holder | $127 | $3,976-96.8% | $5,611-97.7% | $5,306-97.6% |