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 |
|---|---|---|
ACQUAVELLA, CHIARELLI, SHUSTER & CO2 years Service code 15 · EIN 46-1570929 | Recordkeeping | $10,500 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,325 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Filed as: AXA ADVISORS, INC Service code 49 1967 HIGHWAY 34 BUILDING C · WALL, NJ 07719 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $23,347 | $98,982-76.4% | $162,163-85.6% | $65,185-64.2% |
| Participation rate | 43.9% | 85.8%-41.9pp | 87.6%-43.6pp | 70.2%-26.3pp |
| Annual return | 33.60% | 24.84%+8.8pp | 115.59%-82.0pp | 29.38%+4.2pp |
| Employer contribution / active EE | $668 | $3,467-80.7% | $5,614-88.1% | $2,177-69.3% |
| Participant deferral / active EE | $3,470 | $5,384-35.6% | $7,298-52.5% | $3,514-1.2% |
| Admin fee / account holder | $113 | $596-81.0% | $10,843-99.0% | $847-86.6% |