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 6-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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,787 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
DAVENPORT & COMPANY LLC4 years Filed as: DAVENPORT AND CO Service code 49 600 WATER STREET EAST · CHARLOTTESVILLE, VA 22902 | Other Services | $0 |
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,427 | $55,415-93.8% | $155,509-97.8% | $74,495-95.4% |
| Participation rate | 71.9% | 61.9%+10.0pp | 78.2%-6.3pp | 67.2%+4.7pp |
| Annual return | 9.34% | 268.50%-259.2pp | 64.67%-55.3pp | 1364.94%-1355.6pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,162 | $2,836-59.0% | $5,626-79.3% | $4,346-73.3% |
| Admin fee / account holder | $41 | $1,738-97.6% | $15,912-99.7% | $1,942-97.9% |