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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,635 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,660 | $84,487-76.7% | $125,339-84.3% | $66,914-70.6% |
| Participation rate | 29.5% | 76.4%-46.9pp | 82.4%-52.8pp | 69.8%-40.3pp |
| Annual return | -17.53% | -8.39%-9.1pp | 572.05%-589.6pp | 1.58%-19.1pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,075 | $6,781-25.2% | $7,446-31.8% | $4,237+19.8% |
| Admin fee / account holder | $9 | $685-98.7% | $10,010-99.9% | $593-98.5% |