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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,775 |
ADP BROKER-DEALER1 year 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 | $11,255 | $99,985-88.7% | $146,665-92.3% | $85,850-86.9% |
| Participation rate | 95.7% | 73.1%+22.7pp | 80.1%+15.6pp | 69.3%+26.4pp |
| Annual return | 14.29% | 18.93%-4.6pp | 22.74%-8.5pp | 318.53%-304.2pp |
| Employer contribution / active EE | $7,586 | $2,559+196.5% | $4,136+83.4% | $2,565+195.7% |
| Participant deferral / active EE | $1,435 | $4,006-64.2% | $5,506-73.9% | $3,952-63.7% |
| Admin fee / account holder | $39 | $7,702-99.5% | $10,280-99.6% | $6,260-99.4% |