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 Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,895 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CETERA ADVISOR NETWORKS LLC3 years 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 | $12,746 | $61,660-79.3% | $80,019-84.1% | $64,186-80.1% |
| Participation rate | 97.8% | 71.7%+26.1pp | 75.8%+22.0pp | 69.6%+28.2pp |
| Annual return | -6.68% | -0.33%-6.4pp | 11.22%-17.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $3,242 | $1,810+79.1% | $2,468+31.4% | $2,381+36.2% |
| Participant deferral / active EE | $5,166 | $2,968+74.1% | $3,686+40.2% | $3,470+48.9% |
| Admin fee / account holder | $10 | $5,417-99.8% | $6,521-99.9% | $4,888-99.8% |