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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $760 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2 years Service code 49 6125 SKY POND DR · LOVELAND, CO 80538 | 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 | $35,436 | $48,570-27.0% | $130,648-72.9% | $72,985-51.4% |
| Participation rate | 38.4% | 58.6%-20.2pp | 71.7%-33.4pp | 69.5%-31.1pp |
| Annual return | 22.66% | 38.63%-16.0pp | 1708.96%-1686.3pp | 81.00%-58.3pp |
| Employer contribution / active EE | $946 | $1,334-29.1% | $4,092-76.9% | $2,440-61.2% |
| Participant deferral / active EE | $2,080 | $2,384-12.7% | $3,603-42.3% | $3,607-42.3% |
| Admin fee / account holder | $16 | $3,549-99.6% | $5,464-99.7% | $5,124-99.7% |