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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $210 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
EDWARD JONES3+ years Service code 49 6105 WEST A · WEST LINN, OR 97068 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $11,492 | $55,453-79.3% | $170,442-93.3% | $62,292-81.6% |
| Participation rate | 36.9% | 66.4%-29.5pp | 83.6%-46.7pp | 69.5%-32.6pp |
| Annual return | 17.45% | 21.38%-3.9pp | 205.93%-188.5pp | 28.90%-11.5pp |
| Employer contribution / active EE | $618 | $2,164-71.4% | $5,433-88.6% | $2,042-69.7% |
| Participant deferral / active EE | $872 | $2,303-62.1% | $4,939-82.3% | $3,169-72.5% |
| Admin fee / account holder | $37 | $455-91.8% | $13,880-99.7% | $479-92.2% |