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-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $13,799 |
DALTON FINANCIAL LLC1+ years Service code 15 · EIN 47-0808831 | Recordkeeping | $10,000 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $26,907 | $48,277-44.3% | $63,517-57.6% | $55,191-51.2% |
| Participation rate | 33.1% | 69.4%-36.3pp | 71.0%-37.9pp | 69.2%-36.1pp |
| Annual return | -1.46% | 2.37%-3.8pp | -70.30%+68.8pp | 10.78%-12.2pp |
| Employer contribution / active EE | $763 | $1,592-52.1% | $2,322-67.2% | $1,899-59.8% |
| Participant deferral / active EE | $1,276 | $2,432-47.6% | $2,953-56.8% | $3,046-58.1% |
| Admin fee / account holder | $169 | $86+96.9% | $5,892-97.1% | $91+86.5% |