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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,713 |
ELLIN & TUCKER, CHARTERED2 years Filed as: ELLIN & TUCKER Service code 15 · EIN 52-0959934 | Recordkeeping | $17,500 |
GREENSPRING ADVISORS, LLC5 years Service code 15 · EIN 82-5320133 | Recordkeeping | $16,722 |
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 | $17,443 | $55,415-68.5% | $155,509-88.8% | $74,495-76.6% |
| Participation rate | 75.0% | 61.9%+13.1pp | 78.2%-3.2pp | 67.2%+7.8pp |
| Annual return | 11.32% | 268.50%-257.2pp | 64.67%-53.3pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $1,473 | $2,267-35.0% | $4,672-68.5% | $2,623-43.8% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $215 | $1,738-87.6% | $15,912-98.6% | $1,942-88.9% |