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 8-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 | $60,226 |
Filed as: INNOVATIVE INVESTMENT FIDUCIARIES, Service code 15 · EIN 43-3764090 | Recordkeeping | $5,637 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,366 | $88,515-83.8% | $162,163-91.1% | $67,579-78.7% |
| Participation rate | 93.9% | 86.8%+7.1pp | 87.6%+6.3pp | 71.3%+22.6pp |
| Annual return | 28.39% | 27.04%+1.4pp | 115.59%-87.2pp | 378.56%-350.2pp |
| Employer contribution / active EE | $512 | $3,563-85.6% | $5,614-90.9% | $2,148-76.2% |
| Participant deferral / active EE | $3,833 | $5,724-33.0% | $7,298-47.5% | $3,539+8.3% |
| Admin fee / account holder | $240 | $124+93.9% | $10,843-97.8% | $142+68.5% |