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 | $18,119 |
Filed as: AXA ADVISORS, LLC Service code 15 · EIN 13-4071393 | Recordkeeping | $5,006 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,199 | $56,152-89.0% | $185,823-96.7% | $73,409-91.6% |
| Participation rate | 78.8% | 67.6%+11.2pp | 78.0%+0.7pp | 72.2%+6.6pp |
| Annual return | 23.20% | 17.59%+5.6pp | 35.95%-12.8pp | 59.29%-36.1pp |
| Employer contribution / active EE | $771 | $1,532-49.6% | $4,087-81.1% | $2,234-65.5% |
| Participant deferral / active EE | $1,106 | $3,659-69.8% | $5,632-80.4% | $3,805-70.9% |
| Admin fee / account holder | $68 | $132-48.6% | $9,500-99.3% | $158-57.0% |