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 52 · EIN 13-5674085 | Indirect Investment Fees | $8,864 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,959 |
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.
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 | $37,241 | $45,324-17.8% | $122,332-69.6% | $69,631-46.5% |
| Participation rate | 9.6% | 59.9%-50.3pp | 71.6%-62.0pp | 70.7%-61.0pp |
| Annual return | 15.73% | 25.35%-9.6pp | 30.27%-14.5pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $0 | $1,230-100.0% | $4,050-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $304 | $2,367-87.1% | $3,287-90.7% | $3,224-90.6% |
| Admin fee / account holder | $84 | $87-3.0% | $5,478-98.5% | $110-23.6% |