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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,294 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SAGEPOINT FINANCIAL INC3 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 | $14,769 | $52,406-71.8% | $129,207-88.6% | $74,495-80.2% |
| Participation rate | 80.9% | 53.8%+27.1pp | 69.6%+11.3pp | 67.2%+13.7pp |
| Annual return | 14.04% | 15.66%-1.6pp | 9417.33%-9403.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $917 | $1,531-40.1% | $4,153-77.9% | $2,623-65.0% |
| Participant deferral / active EE | $2,433 | $2,794-12.9% | $4,168-41.6% | $4,346-44.0% |
| Admin fee / account holder | $59 | $2,633-97.8% | $7,715-99.2% | $1,942-97.0% |