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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,783 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MORGAN STANLEY Service code 49 · EIN 36-3145972 | 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 | $21,887 | $86,944-74.8% | $107,525-79.6% | $74,304-70.5% |
| Participation rate | 75.1% | 59.6%+15.6pp | 75.1%0pp | 60.3%+14.8pp |
| Annual return | 18.71% | 23.52%-4.8pp | 181.32%-162.6pp | 29.43%-10.7pp |
| Employer contribution / active EE | $949 | $2,757-65.6% | $3,754-74.7% | $2,241-57.6% |
| Participant deferral / active EE | $1,840 | $3,554-48.2% | $5,116-64.0% | $3,767-51.2% |
| Admin fee / account holder | $44 | $3,727-98.8% | $8,919-99.5% | $2,969-98.5% |