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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,183 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $25,944 | $56,423-54.0% | $77,163-66.4% | $71,457-63.7% |
| Participation rate | 69.7% | 64.3%+5.4pp | 69.6%+0.1pp | 67.9%+1.7pp |
| Annual return | 14.16% | 19.05%-4.9pp | 37.87%-23.7pp | 28.85%-14.7pp |
| Employer contribution / active EE | $1,834 | $1,866-1.7% | $2,535-27.6% | $2,588-29.1% |
| Participant deferral / active EE | $1,580 | $3,142-49.7% | $3,833-58.8% | $4,289-63.2% |
| Admin fee / account holder | $169 | $1,429-88.1% | $5,472-96.9% | $1,587-89.3% |