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 8-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 year Service code 49 · EIN 22-3319984 | Other Services | $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 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 | $71,016 | $49,138+44.5% | $84,015-15.5% | $65,185+8.9% |
| Participation rate | 29.3% | 60.7%-31.4pp | 69.0%-39.7pp | 70.2%-40.9pp |
| Annual return | 25.64% | 23.00%+2.6pp | 71.31%-45.7pp | 29.38%-3.7pp |
| Employer contribution / active EE | $260 | $914-71.6% | $1,983-86.9% | $2,177-88.1% |
| Participant deferral / active EE | $2,114 | $2,397-11.8% | $3,239-34.7% | $3,514-39.8% |
| Admin fee / account holder | $0 | $543-100.0% | $6,101-100.0% | $847-100.0% |