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 9-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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,727 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
SAGEPOINT FINANCIAL INC3 years Filed as: AIG SECURITIES A K A SAGEPOINT ADVI Service code 49 9171 TOWNE CENTER DR SUITE 500 · SAN DIEGO, CA 92122 | Other Services | $0 |
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 | $20,249 | $69,763-71.0% | $67,502-70.0% | $74,495-72.8% |
| Participation rate | 87.3% | 71.4%+16.0pp | 72.9%+14.4pp | 67.2%+20.1pp |
| Annual return | 23.81% | -40.34%+64.2pp | 3512.12%-3488.3pp | 1364.94%-1341.1pp |
| Employer contribution / active EE | $1,781 | $2,704-34.1% | $2,731-34.8% | $2,623-32.1% |
| Participant deferral / active EE | $5,792 | $3,636+59.3% | $4,000+44.8% | $4,346+33.3% |
| Admin fee / account holder | $142 | $896-84.1% | $3,998-96.4% | $1,942-92.7% |