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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,671 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 3737 GLENWOOD AVE SUITE 320 · RALEIGH, NC 27612 | Other Services | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,290 | $59,417-72.6% | $93,606-82.6% | $74,495-78.1% |
| Participation rate | 94.2% | 59.7%+34.6pp | 68.7%+25.5pp | 67.2%+27.0pp |
| Annual return | 14.00% | 81.83%-67.8pp | 133.20%-119.2pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,507 | $3,050-50.6% | $4,411-65.8% | $4,346-65.3% |
| Admin fee / account holder | $27 | $3,021-99.1% | $8,285-99.7% | $1,942-98.6% |