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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,449 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LINCOLN NATIONAL CORPORATION4 years Filed as: LINCOLN FINANCIAL ADVISORS Service code 49 1300 YORK RD · LUTHERVILLE, MD 21093 | 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,436 | $79,519-65.5% | $95,952-71.4% | $73,409-62.6% |
| Participation rate | 48.3% | 81.2%-32.9pp | 77.1%-28.8pp | 72.2%-23.9pp |
| Annual return | 35.35% | 19.20%+16.2pp | 91.61%-56.3pp | 59.29%-23.9pp |
| Employer contribution / active EE | $732 | $2,048-64.2% | $2,541-71.2% | $2,234-67.2% |
| Participant deferral / active EE | $2,065 | $4,138-50.1% | $4,167-50.4% | $3,805-45.7% |
| Admin fee / account holder | $18 | $184-90.4% | $6,795-99.7% | $158-88.7% |