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 8-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 | $2,229 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 49 300 ESPLANADE DRIVE · OXNARD, CA 93036 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $10,278 | $25,302-59.4% | $74,701-86.2% | $67,579-84.8% |
| Participation rate | 26.8% | 37.8%-11.1pp | 54.5%-27.7pp | 71.3%-44.5pp |
| Annual return | 22.43% | 10291.17%-10268.7pp | 752.92%-730.5pp | 378.56%-356.1pp |
| Employer contribution / active EE | $364 | $446-18.4% | $1,084-66.4% | $2,148-83.0% |
| Participant deferral / active EE | $650 | $954-31.9% | $1,964-66.9% | $3,539-81.6% |
| Admin fee / account holder | $24 | $108-77.7% | $3,333-99.3% | $142-83.2% |