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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,901 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SAGEPOINT FINANCIAL INC2 years 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 |
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 | $11,803 | $48,335-75.6% | $121,098-90.3% | $71,457-83.5% |
| Participation rate | 80.1% | 54.3%+25.8pp | 69.5%+10.6pp | 67.9%+12.2pp |
| Annual return | 23.36% | 23.32%0pp | 985.75%-962.4pp | 28.85%-5.5pp |
| Employer contribution / active EE | $703 | $1,489-52.8% | $4,164-83.1% | $2,588-72.8% |
| Participant deferral / active EE | $2,303 | $2,754-16.4% | $4,080-43.6% | $4,289-46.3% |
| Admin fee / account holder | $30 | $1,841-98.4% | $5,644-99.5% | $1,587-98.1% |