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 5-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 Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: NYLIFE SECURITIES, LLC Service code 49 4110 SAW MILL RUN BLVD · PITTSBURGH, PA 15227 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $993 | $63,259-98.4% | $178,490-99.4% | $93,223-98.9% |
| Participation rate | 1.2% | 72.1%-70.9pp | 81.9%-80.7pp | 74.9%-73.7pp |
| Annual return | 0.00% | 19.93%-19.9pp | 151.07%-151.1pp | 19.29%-19.3pp |
| Employer contribution / active EE | $3 | $1,865-99.8% | $5,011-99.9% | $2,680-99.9% |
| Participant deferral / active EE | $9 | $3,372-99.7% | $5,202-99.8% | $4,563-99.8% |
| Admin fee / account holder | $0 | $58-100.0% | $13,984-100.0% | $79-100.0% |