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 15 · EIN 58-1486043 | Recordkeeping | $7,861 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,543 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $31,286 | $64,909-51.8% | $82,313-62.0% | $62,292-49.8% |
| Participation rate | 26.4% | 74.9%-48.5pp | 76.9%-50.5pp | 69.5%-43.2pp |
| Annual return | 12.66% | 21.18%-8.5pp | 25.88%-13.2pp | 28.90%-16.2pp |
| Employer contribution / active EE | $661 | $1,676-60.6% | $2,428-72.8% | $2,042-67.7% |
| Participant deferral / active EE | $901 | $3,103-71.0% | $3,706-75.7% | $3,169-71.6% |
| Admin fee / account holder | $458 | $440+4.3% | $5,608-91.8% | $479-4.4% |