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-DEALER5+ 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.
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 | $55,152 | $49,138+12.2% | $84,015-34.4% | $65,185-15.4% |
| Participation rate | 26.0% | 60.7%-34.7pp | 69.0%-43.0pp | 70.2%-44.2pp |
| Annual return | 19.90% | 23.00%-3.1pp | 71.31%-51.4pp | 29.38%-9.5pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,208 | $2,397-49.6% | $3,239-62.7% | $3,514-65.6% |
| Admin fee / account holder | $0 | $543-100.0% | $6,101-100.0% | $847-100.0% |