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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $675 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SECURITIES AMERICA INC1+ years Filed as: SECURITIES SERVICE NETWORK, INC Service code 49 8915 S 700 E STE 202 · SANDY, UT 84070 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $21,680 | $43,550-50.2% | $63,517-65.9% | $52,331-58.6% |
| Participation rate | 25.1% | 65.7%-40.6pp | 71.0%-45.9pp | 68.1%-43.0pp |
| Annual return | -0.43% | 2.03%-2.5pp | -70.30%+69.9pp | 4.54%-5.0pp |
| Employer contribution / active EE | $434 | $1,351-67.9% | $2,322-81.3% | $1,882-76.9% |
| Participant deferral / active EE | $835 | $2,254-62.9% | $2,953-71.7% | $3,022-72.4% |
| Admin fee / account holder | $7 | $387-98.1% | $5,892-99.9% | $592-98.7% |