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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $470 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA Service code 49 18586 MAIN STREET · HUNTINGTON BEACH, CA 92648 | 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,075 | $73,102-42.4% | $123,544-65.9% | $56,287-25.2% |
| Participation rate | 29.9% | 74.3%-44.4pp | 82.3%-52.4pp | 69.9%-40.0pp |
| Annual return | -6.85% | 3.01%-9.9pp | 119.20%-126.0pp | -9.96%+3.1pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,446 | $5,423-36.5% | $6,426-46.4% | $3,350+2.9% |
| Admin fee / account holder | $9 | $554-98.3% | $9,284-99.9% | $521-98.2% |