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 | $6,442 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3 years Service code 49 2421 BUHNE ST · EUREKA, CA 95501 | Other Services | $0 |
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 | $8,083 | $53,901-85.0% | $134,143-94.0% | $73,488-89.0% |
| Participation rate | 90.8% | 62.8%+28.0pp | 72.2%+18.6pp | 70.7%+20.1pp |
| Annual return | 15.00% | 15.82%-0.8pp | 36.33%-21.3pp | 28.51%-13.5pp |
| Employer contribution / active EE | $505 | $1,458-65.3% | $3,704-86.4% | $2,270-77.7% |
| Participant deferral / active EE | $1,319 | $2,739-51.8% | $3,499-62.3% | $3,740-64.7% |
| Admin fee / account holder | $34 | $581-94.2% | $6,684-99.5% | $513-93.5% |