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 | $2,015 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,289 | $86,286-95.0% | $111,297-96.1% | $85,850-95.0% |
| Participation rate | 91.7% | 73.3%+18.3pp | 77.3%+14.4pp | 69.3%+22.4pp |
| Annual return | 14.52% | 19.99%-5.5pp | 54.65%-40.1pp | 318.53%-304.0pp |
| Employer contribution / active EE | $531 | $2,043-74.0% | $2,731-80.6% | $2,565-79.3% |
| Participant deferral / active EE | $1,436 | $3,641-60.5% | $4,487-68.0% | $3,952-63.7% |
| Admin fee / account holder | $13 | $8,188-99.8% | $7,964-99.8% | $6,260-99.8% |