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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $660 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
J W COLE FINANCIAL INC1 year Filed as: J.W. COLE FINANCIAL, INC 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.
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 | $30,979 | $35,986-13.9% | $77,482-60.0% | $73,488-57.8% |
| Participation rate | 20.6% | 40.8%-20.2pp | 54.2%-33.6pp | 70.7%-50.1pp |
| Annual return | 14.82% | 19.26%-4.4pp | 54.79%-40.0pp | 28.51%-13.7pp |
| Employer contribution / active EE | $423 | $557-24.1% | $986-57.1% | $2,270-81.4% |
| Participant deferral / active EE | $712 | $1,198-40.6% | $1,861-61.8% | $3,740-81.0% |
| Admin fee / account holder | $19 | $466-95.8% | $2,858-99.3% | $513-96.2% |