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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,429 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3+ 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,194 | $29,369-55.1% | $77,482-83.0% | $73,409-82.0% |
| Participation rate | 29.5% | 37.9%-8.4pp | 54.2%-24.7pp | 72.2%-42.6pp |
| Annual return | 28.17% | 358.15%-330.0pp | 54.79%-26.6pp | 59.29%-31.1pp |
| Employer contribution / active EE | $334 | $406-17.7% | $986-66.2% | $2,234-85.1% |
| Participant deferral / active EE | $543 | $941-42.3% | $1,861-70.8% | $3,805-85.7% |
| Admin fee / account holder | $24 | $123-80.4% | $2,858-99.2% | $158-84.8% |