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-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $635 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 49 20807 BISCAYNE BLVD · AVENTURA, FL 33180 | 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 | $47,423 | $43,133+9.9% | $89,391-46.9% | $73,488-35.5% |
| Participation rate | 17.4% | 55.0%-37.6pp | 68.0%-50.6pp | 70.7%-53.3pp |
| Annual return | 17.58% | 135.66%-118.1pp | 245.62%-228.0pp | 28.51%-10.9pp |
| Employer contribution / active EE | $623 | $1,438-56.7% | $2,586-75.9% | $2,270-72.6% |
| Participant deferral / active EE | $1,187 | $2,445-51.4% | $3,890-69.5% | $3,740-68.3% |
| Admin fee / account holder | $12 | $444-97.2% | $4,881-99.7% | $513-97.6% |