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 | $20,432 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $15,372 |
MORISON COGEN LLP1+ years Service code 15 · EIN 23-1406493 | Recordkeeping | $8,500 |
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.
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 | $17,263 | $53,412-67.7% | $68,509-74.8% | $52,331-67.0% |
| Participation rate | 52.9% | 71.7%-18.8pp | 74.7%-21.8pp | 68.1%-15.2pp |
| Annual return | -1.27% | 3.42%-4.7pp | 8.27%-9.5pp | 4.54%-5.8pp |
| Employer contribution / active EE | $654 | $1,607-59.3% | $2,278-71.3% | $1,882-65.2% |
| Participant deferral / active EE | $1,025 | $2,688-61.9% | $3,382-69.7% | $3,022-66.1% |
| Admin fee / account holder | $132 | $461-71.4% | $5,275-97.5% | $592-77.7% |