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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,969 |
MORGAN STANLEY SMITH BARNEY2 years Service code 15 · EIN 20-8764829 | Recordkeeping | $10,479 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $12,574 | $49,915-74.8% | $154,803-91.9% | $74,304-83.1% |
| Participation rate | 78.2% | 54.0%+24.3pp | 78.1%+0.1pp | 60.3%+17.9pp |
| Annual return | 29.66% | 34.06%-4.4pp | 58.88%-29.2pp | 29.43%+0.2pp |
| Employer contribution / active EE | $6 | $1,611-99.7% | $4,305-99.9% | $2,241-99.7% |
| Participant deferral / active EE | $1,356 | $2,255-39.8% | $5,540-75.5% | $3,767-64.0% |
| Admin fee / account holder | $150 | $2,189-93.1% | $14,329-99.0% | $2,969-94.9% |