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 |
|---|---|---|
SRPC, INC1 year Service code 15 · EIN 81-2204426 | Recordkeeping | $5,030 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,296 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | 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).
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 | $9,834 | $65,376-85.0% | $87,100-88.7% | $65,185-84.9% |
| Participation rate | 55.2% | 75.3%-20.2pp | 76.9%-21.7pp | 70.2%-15.0pp |
| Annual return | 31.86% | 31.27%+0.6pp | 28.19%+3.7pp | 29.38%+2.5pp |
| Employer contribution / active EE | $817 | $1,822-55.2% | $2,521-67.6% | $2,177-62.5% |
| Participant deferral / active EE | $2,674 | $3,388-21.1% | $4,049-34.0% | $3,514-23.9% |
| Admin fee / account holder | $47 | $520-90.9% | $7,497-99.4% | $847-94.4% |