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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,414 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES ASSOCIATES Service code 49 11555 HERON BAY BLVD · CORAL SPRINGS, FL 33065 | 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 | $16,057 | $31,388-48.8% | $73,545-78.2% | $62,292-74.2% |
| Participation rate | 62.9% | 39.9%+23.0pp | 54.9%+7.9pp | 69.5%-6.7pp |
| Annual return | 15.71% | 25.34%-9.6pp | -15.16%+30.9pp | 28.90%-13.2pp |
| Employer contribution / active EE | $772 | $498+55.0% | $1,219-36.7% | $2,042-62.2% |
| Participant deferral / active EE | $1,534 | $1,028+49.2% | $1,806-15.1% | $3,169-51.6% |
| Admin fee / account holder | $60 | $299-79.9% | $2,320-97.4% | $479-87.4% |