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 | $1,475 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 49 227 W.MONROE · CHICAGO, IL 60606 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 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 | $13,632 | $63,924-78.7% | $108,579-87.4% | $55,167-75.3% |
| Participation rate | 40.9% | 74.3%-33.4pp | 79.6%-38.6pp | 69.0%-28.0pp |
| Annual return | 23.55% | 15.31%+8.2pp | -51.70%+75.2pp | 169.23%-145.7pp |
| Employer contribution / active EE | $711 | $1,879-62.1% | $3,758-81.1% | $1,963-63.7% |
| Participant deferral / active EE | $1,465 | $3,067-52.2% | $4,311-66.0% | $3,054-52.0% |
| Admin fee / account holder | $24 | $618-96.1% | $7,645-99.7% | $504-95.2% |