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 | $83,369-73.7% | $105,223-79.2% | $67,986-67.8% |
| Participation rate | 75.1% | 56.3%+18.8pp | 75.0%+0.1pp | 57.2%+17.9pp |
| Annual return | 18.71% | 24.64%-5.9pp | 180.65%-161.9pp | 31.67%-13.0pp |
| Employer contribution / active EE | $949 | $2,541-62.6% | $3,689-74.3% | $2,019-53.0% |
| Participant deferral / active EE | $1,840 | $3,295-44.2% | $5,072-63.7% | $3,358-45.2% |
| Admin fee / account holder | $44 | $4,073-98.9% | $8,859-99.5% | $3,203-98.6% |