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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $495 |
ADP BROKER-DEALER3+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $32,280 | $65,557-50.8% | $105,738-69.5% | $56,287-42.6% |
| Participation rate | 49.6% | 63.4%-13.8pp | 76.3%-26.8pp | 69.9%-20.3pp |
| Annual return | -7.72% | -1.32%-6.4pp | 6.27%-14.0pp | -9.96%+2.2pp |
| Employer contribution / active EE | $1,306 | $1,788-26.9% | $3,268-60.0% | $2,111-38.1% |
| Participant deferral / active EE | $2,252 | $2,418-6.9% | $4,080-44.8% | $3,350-32.8% |
| Admin fee / account holder | $4 | $561-99.3% | $6,913-99.9% | $521-99.3% |