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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $590 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $8,359 | $55,453-84.9% | $170,442-95.1% | $62,292-86.6% |
| Participation rate | 56.1% | 66.4%-10.3pp | 83.6%-27.5pp | 69.5%-13.4pp |
| Annual return | 188.19% | 21.38%+166.8pp | 205.93%-17.7pp | 28.90%+159.3pp |
| Employer contribution / active EE | $1,989 | $2,164-8.1% | $5,433-63.4% | $2,042-2.6% |
| Participant deferral / active EE | $2,638 | $2,303+14.6% | $4,939-46.6% | $3,169-16.8% |
| Admin fee / account holder | $8 | $455-98.3% | $13,880-99.9% | $479-98.4% |