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 Service code 49 · EIN 22-3319984 | 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 | $44,965 | $56,629-20.6% | $77,999-42.4% | $55,167-18.5% |
| Participation rate | 24.8% | 73.3%-48.5pp | 75.5%-50.7pp | 69.0%-44.2pp |
| Annual return | 9.36% | 2866.98%-2857.6pp | 425.96%-416.6pp | 169.23%-159.9pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,348 | $2,777-51.5% | $3,497-61.5% | $3,054-55.9% |
| Admin fee / account holder | $0 | $467-100.0% | $5,480-100.0% | $504-100.0% |