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 | $31,545 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST, NATIONAL ASSOCIAT Service code 15 · EIN 16-1486454 | Recordkeeping | $10,476 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,594 | $54,590-12.8% | $81,930-41.9% | $73,488-35.2% |
| Participation rate | 49.0% | 68.3%-19.3pp | 72.0%-23.0pp | 70.7%-21.7pp |
| Annual return | 44.03% | 17.74%+26.3pp | 29.49%+14.5pp | 28.51%+15.5pp |
| Employer contribution / active EE | $834 | $1,636-49.0% | $4,310-80.7% | $2,270-63.3% |
| Participant deferral / active EE | $1,476 | $2,759-46.5% | $7,107-79.2% | $3,740-60.5% |
| Admin fee / account holder | $321 | $592-45.8% | $5,158-93.8% | $513-37.5% |