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 4-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 37 · EIN 13-3036745 | Loan Processing | $500 |
ADP BROKER-DEALER2+ years Filed as: ADP BROKER DEALER Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Filed as: MML INVESTORS Service code 49 1150 RARITAN ROAD · CRANFORD, NJ 07016 | 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 | $631 | $61,272-99.0% | $149,673-99.6% | $71,457-99.1% |
| Participation rate | 84.8% | 62.5%+22.3pp | 78.8%+6.0pp | 67.9%+16.9pp |
| Annual return | 69.87% | 35.85%+34.0pp | 134.42%-64.6pp | 28.85%+41.0pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $633 | $2,917-78.3% | $5,680-88.8% | $4,289-85.2% |
| Admin fee / account holder | $2 | $1,261-99.8% | $13,210-100.0% | $1,587-99.8% |