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 9-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 Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,055 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY4 years Service code 49 702 KING FARM BLVD · ROCKVILLE, MD 20850 | Other Services | $0 |
TD AMERITRADE, INC.4 years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $52,940 | $35,986+47.1% | $77,482-31.7% | $73,488-28.0% |
| Participation rate | 59.7% | 40.8%+18.9pp | 54.2%+5.5pp | 70.7%-11.0pp |
| Annual return | 23.23% | 19.26%+4.0pp | 54.79%-31.6pp | 28.51%-5.3pp |
| Employer contribution / active EE | $496 | $557-11.1% | $986-49.7% | $2,270-78.2% |
| Participant deferral / active EE | $3,807 | $1,198+217.9% | $1,861+104.5% | $3,740+1.8% |
| Admin fee / account holder | $9 | $466-98.1% | $2,858-99.7% | $513-98.3% |