Filed February 18, 2022
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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,123 |
Filed as: ELLIN & TUCKER Service code 15 · EIN 52-0959934 | Recordkeeping | $16,500 |
GREENSPRING ADVISORS, LLC4 years Service code 15 · EIN 82-5320133 | Recordkeeping | $12,463 |
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 | $16,770 | $61,272-72.6% | $149,673-88.8% | $71,457-76.5% |
| Participation rate | 76.2% | 62.5%+13.7pp | 78.8%-2.5pp | 67.9%+8.3pp |
| Annual return | 16.49% | 35.85%-19.4pp | 134.42%-117.9pp | 28.85%-12.4pp |
| Employer contribution / active EE | $1,456 | $2,378-38.8% | $4,818-69.8% | $2,588-43.7% |
| Participant deferral / active EE | $0 | $2,917-100.0% | $5,680-100.0% | $4,289-100.0% |
| Admin fee / account holder | $192 | $1,261-84.7% | $13,210-98.5% | $1,587-87.9% |