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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $845 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
TRIAD ADVISORS INC3+ years Filed as: TRIAD ADVISORS Service code 49 10055 RED RUN BLVD · OWING MILLS, MD 21117 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $10,748 | $55,453-80.6% | $170,442-93.7% | $62,292-82.7% |
| Participation rate | 25.0% | 66.4%-41.4pp | 83.6%-58.6pp | 69.5%-44.5pp |
| Annual return | 20.80% | 21.38%-0.6pp | 205.93%-185.1pp | 28.90%-8.1pp |
| Employer contribution / active EE | $163 | $2,164-92.5% | $5,433-97.0% | $2,042-92.0% |
| Participant deferral / active EE | $885 | $2,303-61.6% | $4,939-82.1% | $3,169-72.1% |
| Admin fee / account holder | $21 | $455-95.5% | $13,880-99.9% | $479-95.7% |