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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,704 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SAGEPOINT FINANCIAL INC1 year Filed as: AIG SECURITIES A K A SAGEPOINT ADVI Service code 49 9171 TOWNE CENTER DR SUITE 500 · SAN DIEGO, CA 92122 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,203 | $45,602-77.6% | $117,472-91.3% | $66,914-84.8% |
| Participation rate | 68.5% | 57.6%+10.9pp | 70.6%-2.1pp | 69.8%-1.3pp |
| Annual return | -12.92% | -16.74%+3.8pp | 29.74%-42.7pp | 1.58%-14.5pp |
| Employer contribution / active EE | $385 | $1,579-75.6% | $4,176-90.8% | $2,544-84.9% |
| Participant deferral / active EE | $1,659 | $2,845-41.7% | $4,070-59.2% | $4,237-60.8% |
| Admin fee / account holder | $20 | $661-97.0% | $5,645-99.7% | $593-96.7% |