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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $10,427 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $500 |
ADP BROKER-DEALER1+ 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.
Annual investment return 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 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 | $22,323 | $46,360-51.8% | $147,614-84.9% | $52,331-57.3% |
| Participation rate | 38.0% | 64.9%-27.0pp | 84.6%-46.7pp | 68.1%-30.1pp |
| Annual return | -2.82% | 1.62%-4.4pp | 61.98%-64.8pp | 4.54%-7.4pp |
| Employer contribution / active EE | $385 | $2,126-81.9% | $5,564-93.1% | $1,882-79.5% |
| Participant deferral / active EE | $2,559 | $2,258+13.4% | $4,895-47.7% | $3,022-15.3% |
| Admin fee / account holder | $9 | $766-98.9% | $11,611-99.9% | $592-98.5% |