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 | $21,013 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NFP RETIREMENT INC1 year Filed as: NFP NATIONAL FINANCIAL PARTNERS Service code 49 6500 ROCKSPRING DR STE 410 · BETHESDA, MD 20817 | 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 | $18,008 | $43,717-58.8% | $81,478-77.9% | $77,958-76.9% |
| Participation rate | 17.9% | 42.5%-24.6pp | 68.0%-50.0pp | 71.6%-53.7pp |
| Annual return | 15.04% | 23.83%-8.8pp | 38.78%-23.7pp | 20.87%-5.8pp |
| Employer contribution / active EE | $371 | $919-59.6% | $2,568-85.5% | $2,310-83.9% |
| Participant deferral / active EE | $296 | $1,783-83.4% | $3,537-91.6% | $3,537-91.6% |
| Admin fee / account holder | $93 | $108-13.7% | $4,561-98.0% | $97-4.3% |