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 3-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+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,618 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MML INVESTORS Service code 49 1150 RARITAN ROAD · CRANFORD, NJ 07016 | Other Services | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,085 | $28,956-85.9% | $71,735-94.3% | $64,808-93.7% |
| Participation rate | 91.3% | 65.2%+26.1pp | 62.3%+29.0pp | 71.5%+19.9pp |
| Annual return | 0.00% | -7.39%+7.4pp | 9.14%-9.1pp | 32.82%-32.8pp |
| Employer contribution / active EE | $1,627 | $1,159+40.4% | $1,704-4.5% | $2,506-35.1% |
| Participant deferral / active EE | $2,590 | $2,686-3.6% | $2,658-2.5% | $4,310-39.9% |
| Admin fee / account holder | $9 | $124-92.8% | $3,974-99.8% | $188-95.2% |