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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,375 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
HARBOR1 year Filed as: HARBOR INVESTMENT ADVISORY LLC Service code 49 2330 W JOPPA ROAD STE 160 · LUTHERVILLE, MD 21093 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $9,702 | $58,726-83.5% | $92,233-89.5% | $62,292-84.4% |
| Participation rate | 90.7% | 68.3%+22.3pp | 76.5%+14.2pp | 69.5%+21.2pp |
| Annual return | 24.77% | 43.62%-18.8pp | 176.28%-151.5pp | 28.90%-4.1pp |
| Employer contribution / active EE | $254 | $2,392-89.4% | $3,679-93.1% | $2,042-87.5% |
| Participant deferral / active EE | $3,138 | $2,766+13.5% | $3,897-19.5% | $3,169-1.0% |
| Admin fee / account holder | $12 | $556-97.9% | $5,194-99.8% | $479-97.5% |