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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,625 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
EDWARD JONES1+ years Service code 49 328 KANSAS STE A · CHICKASHA, OK 73018 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,310 | $41,854-13.2% | $73,843-50.8% | $52,331-30.6% |
| Participation rate | 51.3% | 66.2%-14.9pp | 73.4%-22.1pp | 68.1%-16.8pp |
| Annual return | 0.41% | 2.11%-1.7pp | 2267.84%-2267.4pp | 4.54%-4.1pp |
| Employer contribution / active EE | $536 | $1,920-72.1% | $2,787-80.8% | $1,882-71.5% |
| Participant deferral / active EE | $1,689 | $2,498-32.4% | $3,583-52.8% | $3,022-44.1% |
| Admin fee / account holder | $20 | $493-95.9% | $4,880-99.6% | $592-96.6% |