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 3-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+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $208 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
LPL FINANCIAL1+ years Service code 49 325 COLUMBIA TURNPIKE STE 106 · FLORHAM PARK, NJ 07932 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $191 | $84,487-99.8% | $125,339-99.8% | $66,914-99.7% |
| Participation rate | 80.6% | 76.4%+4.2pp | 82.4%-1.8pp | 69.8%+10.8pp |
| Annual return | 0.00% | -8.39%+8.4pp | 572.05%-572.1pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $168 | $6,781-97.5% | $7,446-97.7% | $4,237-96.0% |
| Admin fee / account holder | $1 | $685-99.8% | $10,010-100.0% | $593-99.8% |