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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,500 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: CETERA ADVISOR NETWORKS Service code 49 320 WEST 57TH ST · NEW YORK, NY 10019 | 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 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 | $9,633 | $56,629-83.0% | $77,999-87.7% | $55,167-82.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 15.12% | 2866.98%-2851.9pp | 425.96%-410.8pp | 169.23%-154.1pp |
| Employer contribution / active EE | $2,300 | $1,723+33.5% | $2,470-6.9% | $1,963+17.2% |
| Participant deferral / active EE | $3,216 | $2,777+15.8% | $3,497-8.0% | $3,054+5.3% |
| Admin fee / account holder | $17 | $467-96.3% | $5,480-99.7% | $504-96.6% |