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 7-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 | $1,648 |
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 | $15,703 | $60,488-74.0% | $109,895-85.7% | $79,386-80.2% |
| Participation rate | 41.7% | 67.0%-25.4pp | 74.2%-32.6pp | 70.7%-29.0pp |
| Annual return | 12.65% | 189.57%-176.9pp | 29.45%-16.8pp | 116.85%-104.2pp |
| Employer contribution / active EE | $853 | $1,649-48.3% | $2,842-70.0% | $2,427-64.9% |
| Participant deferral / active EE | $1,945 | $3,220-39.6% | $4,048-51.9% | $4,046-51.9% |
| Admin fee / account holder | $12 | $605-98.0% | $6,066-99.8% | $626-98.1% |