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 4-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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,502 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $1,002 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,111 | $50,815-52.6% | $155,509-84.5% | $77,643-68.9% |
| Participation rate | 48.9% | 63.1%-14.2pp | 78.2%-29.3pp | 70.6%-21.7pp |
| Annual return | 217.60% | 34.80%+182.8pp | 64.67%+152.9pp | 31.24%+186.4pp |
| Employer contribution / active EE | $905 | $1,993-54.6% | $4,672-80.6% | $2,726-66.8% |
| Participant deferral / active EE | $1,858 | $2,822-34.2% | $5,626-67.0% | $4,647-60.0% |
| Admin fee / account holder | $49 | $437-88.7% | $15,912-99.7% | $430-88.5% |