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.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,003 |
VALMARK ADVISERS INC1+ years Filed as: VALMARK SECURITIES INC. Service code 15 · EIN 31-1509466 | Recordkeeping | $8,508 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,951 | $44,960-24.5% | $84,966-60.0% | $74,495-54.4% |
| Participation rate | 69.7% | 49.4%+20.3pp | 67.5%+2.2pp | 67.2%+2.5pp |
| Annual return | 0.00% | 26.24%-26.2pp | 66.38%-66.4pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $1,843 | $1,457+26.5% | $2,727-32.4% | $2,623-29.7% |
| Participant deferral / active EE | $5,305 | $2,731+94.3% | $4,519+17.4% | $4,346+22.1% |
| Admin fee / account holder | $279 | $2,209-87.4% | $6,149-95.5% | $1,942-85.6% |