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 Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $550 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE FINANCIAL Service code 49 4030 WEST BOY SCOUT BLVD · TAMPA, FL 33607 | 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 | $24,884 | $31,679-21.5% | $74,701-66.7% | $65,185-61.8% |
| Participation rate | 17.9% | 40.4%-22.4pp | 54.5%-36.6pp | 70.2%-52.3pp |
| Annual return | 22.85% | 39.04%-16.2pp | 752.92%-730.1pp | 29.38%-6.5pp |
| Employer contribution / active EE | $304 | $566-46.3% | $1,084-71.9% | $2,177-86.0% |
| Participant deferral / active EE | $606 | $1,191-49.1% | $1,964-69.1% | $3,514-82.8% |
| Admin fee / account holder | $16 | $379-95.7% | $3,333-99.5% | $847-98.1% |