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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,788 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $5,921 | $63,156-90.6% | $122,332-95.2% | $62,292-90.5% |
| Participation rate | 82.2% | 60.0%+22.1pp | 71.6%+10.5pp | 69.5%+12.6pp |
| Annual return | 18.63% | 20.61%-2.0pp | 30.27%-11.6pp | 28.90%-10.3pp |
| Employer contribution / active EE | $72 | $1,385-94.8% | $4,050-98.2% | $2,042-96.5% |
| Participant deferral / active EE | $1,207 | $2,321-48.0% | $3,287-63.3% | $3,169-61.9% |
| Admin fee / account holder | $32 | $440-92.7% | $5,478-99.4% | $479-93.3% |