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-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $13,594 | $59,186-77.0% | $76,768-82.3% | $56,287-75.8% |
| Participation rate | 70.6% | 75.2%-4.7pp | 77.0%-6.4pp | 69.9%+0.7pp |
| Annual return | -2.67% | 6.62%-9.3pp | 2.43%-5.1pp | -9.96%+7.3pp |
| Employer contribution / active EE | $275 | $1,759-84.3% | $2,485-88.9% | $2,111-87.0% |
| Participant deferral / active EE | $1,696 | $3,255-47.9% | $3,852-56.0% | $3,350-49.4% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |