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 3-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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,956 |
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 | $3,634 | $58,234-93.8% | $81,783-95.6% | $80,874-95.5% |
| Participation rate | 89.5% | 63.4%+26.1pp | 72.4%+17.2pp | 67.6%+21.9pp |
| Annual return | 15.79% | 41.70%-25.9pp | 775.05%-759.3pp | 35.62%-19.8pp |
| Employer contribution / active EE | $754 | $2,341-67.8% | $2,913-74.1% | $2,756-72.6% |
| Participant deferral / active EE | $1,507 | $3,283-54.1% | $4,320-65.1% | $4,297-64.9% |
| Admin fee / account holder | $55 | $4,982-98.9% | $7,380-99.3% | $6,935-99.2% |