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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
FORESIGHT WEALTH MANAGEMENT2 years Service code 15 · EIN 27-2830751 | Recordkeeping | $8,553 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,480 |
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 | $20,534 | $89,652-77.1% | $141,162-85.5% | $65,185-68.5% |
| Participation rate | 50.3% | 74.7%-24.4pp | 82.5%-32.1pp | 70.2%-19.9pp |
| Annual return | 25.85% | 32.79%-6.9pp | 71.39%-45.5pp | 29.38%-3.5pp |
| Employer contribution / active EE | $842 | $3,065-72.5% | $4,735-82.2% | $2,177-61.3% |
| Participant deferral / active EE | $3,556 | $5,691-37.5% | $6,709-47.0% | $3,514+1.2% |
| Admin fee / account holder | $113 | $569-80.2% | $10,261-98.9% | $847-86.7% |