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 | $4,211 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: RAYMOND JAMES ASSOCIATES Service code 49 9200 WEST CROSS DRIVE SUITE 221 · LITTLETON, CO 80123 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,732 | $70,983-52.5% | $78,778-57.2% | - |
| Participation rate | 57.6% | 57.2%+0.4pp | 69.2%-11.6pp | - |
| Annual return | 19.42% | 9.28%+10.1pp | 35.62%-16.2pp | - |
| Employer contribution / active EE | $419 | $665-37.0% | $1,986-78.9% | - |
| Participant deferral / active EE | $2,477 | $2,053+20.7% | $2,958-16.3% | - |
| Admin fee / account holder | $57 | $4,432-98.7% | $5,134-98.9% | - |