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 | $225 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,521 | $53,127-84.0% | $86,590-90.2% | $70,131-87.9% |
| Participation rate | 35.4% | 65.3%-29.9pp | 73.5%-38.1pp | 69.5%-34.1pp |
| Annual return | 14.85% | 27.66%-12.8pp | 964.84%-950.0pp | 73.14%-58.3pp |
| Employer contribution / active EE | $116 | $2,068-94.4% | $2,839-95.9% | $2,342-95.1% |
| Participant deferral / active EE | $1,311 | $2,696-51.4% | $3,609-63.7% | $3,332-60.6% |
| Admin fee / account holder | $3 | $3,585-99.9% | $4,906-99.9% | $4,645-99.9% |