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 |
|---|---|---|
ADP BROKER-DEALER3+ years 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 | $37,264 | $54,368-31.5% | $117,039-68.2% | $62,292-40.2% |
| Participation rate | 35.0% | 64.9%-30.0pp | 77.2%-42.2pp | 69.5%-34.5pp |
| Annual return | 13.73% | 21.77%-8.0pp | 18.95%-5.2pp | 28.90%-15.2pp |
| Employer contribution / active EE | $0 | $1,692-100.0% | $3,785-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $866 | $2,269-61.8% | $3,929-78.0% | $3,169-72.7% |
| Admin fee / account holder | $0 | $493-100.0% | $5,974-100.0% | $479-100.0% |