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 9-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,968 |
ADP BROKER-DEALER5+ 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.
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 | $14,028 | $41,647-66.3% | $96,139-85.4% | $86,799-83.8% |
| Participation rate | 25.8% | 50.2%-24.4pp | 68.4%-42.7pp | 72.3%-46.5pp |
| Annual return | 18.86% | 27.24%-8.4pp | 191.94%-173.1pp | 97.91%-79.0pp |
| Employer contribution / active EE | $845 | $1,318-35.8% | $2,797-69.8% | $2,405-64.8% |
| Participant deferral / active EE | $2,201 | $2,412-8.7% | $4,349-49.4% | $4,131-46.7% |
| Admin fee / account holder | $15 | $169-90.9% | $5,537-99.7% | $170-90.9% |