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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,286 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 49 1765 E SKYLINE DRIVE · TUCSON, AZ 85718 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,179 | $46,297-71.5% | $71,671-81.6% | $62,292-78.8% |
| Participation rate | 83.1% | 60.6%+22.4pp | 68.7%+14.3pp | 69.5%+13.5pp |
| Annual return | 22.59% | 22.32%+0.3pp | 20.65%+1.9pp | 28.90%-6.3pp |
| Employer contribution / active EE | $231 | $1,412-83.7% | $2,460-90.6% | $2,042-88.7% |
| Participant deferral / active EE | $1,913 | $2,235-14.4% | $3,438-44.4% | $3,169-39.6% |
| Admin fee / account holder | $27 | $461-94.2% | $5,558-99.5% | $479-94.4% |