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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $72,471 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,732 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,932 | $91,762-57.6% | $67,502-42.3% | $77,643-49.9% |
| Participation rate | 61.9% | 75.9%-14.0pp | 72.9%-10.9pp | 70.6%-8.6pp |
| Annual return | 16.36% | 14.87%+1.5pp | 3512.12%-3495.8pp | 31.24%-14.9pp |
| Employer contribution / active EE | $898 | $3,181-71.8% | $2,731-67.1% | $2,726-67.0% |
| Participant deferral / active EE | $2,824 | $3,903-27.6% | $4,000-29.4% | $4,647-39.2% |
| Admin fee / account holder | $67 | $176-62.0% | $3,998-98.3% | $430-84.5% |