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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $495 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
J W COLE FINANCIAL INC1 year Filed as: JW COLE FINANCIAL INC Service code 49 661 RIDGE RD · WEBSTER, NY 14580 | 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,475 | $39,019+1.2% | $80,716-51.1% | $85,850-54.0% |
| Participation rate | 29.3% | 41.5%-12.3pp | 54.2%-24.9pp | 69.3%-40.0pp |
| Annual return | 15.39% | 26.27%-10.9pp | 87.28%-71.9pp | 318.53%-303.1pp |
| Employer contribution / active EE | $942 | $722+30.5% | $1,160-18.8% | $2,565-63.3% |
| Participant deferral / active EE | $3,277 | $1,326+147.2% | $2,146+52.7% | $3,952-17.1% |
| Admin fee / account holder | $15 | $2,431-99.4% | $3,380-99.6% | $6,260-99.8% |