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 | $3,872 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD Service code 49 100 WEST ROAD · TOWSON, MD 21204 | 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).
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 | $25,772 | $58,512-56.0% | $84,015-69.3% | $72,985-64.7% |
| Participation rate | 24.2% | 61.2%-37.0pp | 69.0%-44.8pp | 69.5%-45.3pp |
| Annual return | 24.87% | 28.93%-4.1pp | 71.31%-46.4pp | 81.00%-56.1pp |
| Employer contribution / active EE | $595 | $1,163-48.8% | $1,983-70.0% | $2,440-75.6% |
| Participant deferral / active EE | $1,248 | $2,394-47.9% | $3,239-61.5% | $3,607-65.4% |
| Admin fee / account holder | $114 | $4,569-97.5% | $6,101-98.1% | $5,124-97.8% |