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-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,327 | $45,035-61.5% | $62,995-72.5% | $70,131-75.3% |
| Participation rate | 64.9% | 69.5%-4.6pp | 74.8%-9.9pp | 69.5%-4.6pp |
| Annual return | 16.67% | 18.76%-2.1pp | 87.57%-70.9pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,446 | $2,051-29.5% | $2,759-47.6% | $2,342-38.3% |
| Participant deferral / active EE | $1,818 | $2,465-26.2% | $3,329-45.4% | $3,332-45.4% |
| Admin fee / account holder | $92 | $2,834-96.8% | $3,600-97.4% | $4,645-98.0% |