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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,862 |
ADP BROKER-DEALER2 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 | $10,479 | $81,900-87.2% | $119,609-91.2% | $68,494-84.7% |
| Participation rate | 98.3% | 71.9%+26.4pp | 79.3%+19.1pp | 67.9%+30.4pp |
| Annual return | -18.13% | -23.82%+5.7pp | -14.97%-3.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $8,451 | $2,693+213.8% | $4,232+99.7% | $2,596+225.5% |
| Participant deferral / active EE | $1,289 | $4,148-68.9% | $5,602-77.0% | $4,027-68.0% |
| Admin fee / account holder | $45 | $6,582-99.3% | $10,323-99.6% | $5,403-99.2% |