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 | $3,975 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CENTAURUS FINANCIAL INC4+ years Filed as: CENTAURUS FINANCIAL Service code 49 2777 PARADISE RD UNIT 2002 · LAS VEGAS, NV 89109 | Other Services | $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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,357 | $35,485-65.2% | $74,550-83.4% | $55,725-77.8% |
| Participation rate | 32.0% | 62.5%-30.6pp | 69.1%-37.2pp | 70.9%-38.9pp |
| Annual return | -1.57% | 0.72%-2.3pp | 32.53%-34.1pp | 244.93%-246.5pp |
| Employer contribution / active EE | $233 | $777-70.0% | $1,961-88.1% | $2,078-88.8% |
| Participant deferral / active EE | $744 | $2,181-65.9% | $3,108-76.1% | $3,356-77.8% |
| Admin fee / account holder | $18 | $114-83.9% | $5,060-99.6% | $115-84.0% |