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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $15,609 |
CENTAURUS FINANCIAL INC1 year Service code 15 · EIN 33-0530236 | Recordkeeping | $8,645 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | 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).
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 | $22,344 | $66,601-66.5% | $92,893-75.9% | $67,579-66.9% |
| Participation rate | 24.5% | 72.5%-48.0pp | 76.0%-51.6pp | 71.3%-46.8pp |
| Annual return | 20.83% | 92.58%-71.7pp | 109.41%-88.6pp | 378.56%-357.7pp |
| Employer contribution / active EE | $0 | $2,775-100.0% | $3,653-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $726 | $3,157-77.0% | $4,236-82.9% | $3,539-79.5% |
| Admin fee / account holder | $131 | $199-34.2% | $5,794-97.7% | $142-8.1% |