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 |
|---|---|---|
Service code 59 · EIN 13-5674085 | Shareholder Servicing | $19,142 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,458 |
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.
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 | $37,207 | $63,924-41.8% | $108,579-65.7% | $55,167-32.6% |
| Participation rate | 65.8% | 74.3%-8.5pp | 79.6%-13.8pp | 69.0%-3.2pp |
| Annual return | 10.26% | 15.31%-5.1pp | -51.70%+62.0pp | 169.23%-159.0pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,918 | $3,067-37.5% | $4,311-55.5% | $3,054-37.2% |
| Admin fee / account holder | $19 | $618-97.0% | $7,645-99.8% | $504-96.3% |