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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $755 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: SECURIAN INC Service code 49 225 SEVEN FARMS DRIVE · DANIEL ISLAND, SC 29492 | 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 | $34,356 | $54,368-36.8% | $117,039-70.6% | $62,292-44.8% |
| Participation rate | 47.8% | 64.9%-17.1pp | 77.2%-29.4pp | 69.5%-21.7pp |
| Annual return | 13.86% | 21.77%-7.9pp | 18.95%-5.1pp | 28.90%-15.0pp |
| Employer contribution / active EE | $1,242 | $1,692-26.6% | $3,785-67.2% | $2,042-39.2% |
| Participant deferral / active EE | $2,210 | $2,269-2.6% | $3,929-43.8% | $3,169-30.3% |
| Admin fee / account holder | $7 | $493-98.7% | $5,974-99.9% | $479-98.6% |