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 |
|---|---|---|
FOSTER & WOOD3 years Service code 15 · EIN 46-0867108 | Recordkeeping | $17,211 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,835 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,098 | $59,584-32.7% | $86,874-53.8% | $79,386-49.5% |
| Participation rate | 39.7% | 67.7%-28.0pp | 71.6%-32.0pp | 70.7%-31.0pp |
| Annual return | 13.84% | 23.15%-9.3pp | 63.52%-49.7pp | 116.85%-103.0pp |
| Employer contribution / active EE | $1,178 | $1,768-33.3% | $2,495-52.8% | $2,427-51.5% |
| Participant deferral / active EE | $2,224 | $3,036-26.8% | $3,699-39.9% | $4,046-45.0% |
| Admin fee / account holder | $143 | $604-76.3% | $5,828-97.5% | $626-77.1% |