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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $7,973 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,550 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,384 | $50,637+5.4% | $86,590-38.3% | $62,292-14.3% |
| Participation rate | 29.1% | 67.9%-38.8pp | 73.5%-44.5pp | 69.5%-40.4pp |
| Annual return | 15.84% | 20.80%-5.0pp | 964.84%-949.0pp | 28.90%-13.1pp |
| Employer contribution / active EE | $139 | $2,075-93.3% | $2,839-95.1% | $2,042-93.2% |
| Participant deferral / active EE | $1,125 | $2,611-56.9% | $3,609-68.8% | $3,169-64.5% |
| Admin fee / account holder | $47 | $413-88.7% | $4,906-99.0% | $479-90.2% |