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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,330 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2+ 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 | $17,188 | $71,192-75.9% | $117,854-85.4% | $62,292-72.4% |
| Participation rate | 42.2% | 74.2%-32.0pp | 79.7%-37.5pp | 69.5%-27.3pp |
| Annual return | 18.37% | 18.66%-0.3pp | 335.08%-316.7pp | 28.90%-10.5pp |
| Employer contribution / active EE | $726 | $1,934-62.4% | $3,786-80.8% | $2,042-64.4% |
| Participant deferral / active EE | $1,376 | $3,189-56.8% | $4,482-69.3% | $3,169-56.6% |
| Admin fee / account holder | $22 | $587-96.2% | $8,020-99.7% | $479-95.4% |