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 9-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 |
|---|---|---|
BERGIN ROBERTS & CO, LLC1 year Service code 15 · EIN 26-4567336 | Recordkeeping | $6,272 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,505 |
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 | $36,798 | $81,474-54.8% | $133,956-72.5% | $73,488-49.9% |
| Participation rate | 59.9% | 76.4%-16.5pp | 79.8%-20.0pp | 70.7%-10.8pp |
| Annual return | 14.69% | 19.40%-4.7pp | 45.09%-30.4pp | 28.51%-13.8pp |
| Employer contribution / active EE | $1,622 | $2,209-26.6% | $3,919-58.6% | $2,270-28.6% |
| Participant deferral / active EE | $2,713 | $3,786-28.4% | $5,048-46.3% | $3,740-27.5% |
| Admin fee / account holder | $82 | $713-88.5% | $8,927-99.1% | $513-84.0% |