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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $725 |
ADP BROKER-DEALER2+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,402 | $43,423-73.7% | $78,689-85.5% | $55,167-79.3% |
| Participation rate | 35.3% | 68.0%-32.8pp | 73.6%-38.3pp | 69.0%-33.7pp |
| Annual return | 7.12% | 11.53%-4.4pp | 62.18%-55.1pp | 169.23%-162.1pp |
| Employer contribution / active EE | $14 | $1,997-99.3% | $2,851-99.5% | $1,963-99.3% |
| Participant deferral / active EE | $1,207 | $2,509-51.9% | $3,517-65.7% | $3,054-60.5% |
| Admin fee / account holder | $9 | $416-97.8% | $4,510-99.8% | $504-98.2% |