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 8-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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,042 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,537 | $59,159-77.1% | $159,960-91.5% | $66,914-79.8% |
| Participation rate | 45.4% | 68.1%-22.7pp | 78.0%-32.6pp | 69.8%-24.4pp |
| Annual return | -16.84% | -12.26%-4.6pp | 408.60%-425.4pp | 1.58%-18.4pp |
| Employer contribution / active EE | $913 | $1,983-53.9% | $4,226-78.4% | $2,544-64.1% |
| Participant deferral / active EE | $1,852 | $4,395-57.9% | $6,182-70.0% | $4,237-56.3% |
| Admin fee / account holder | $60 | $591-89.8% | $8,698-99.3% | $593-89.8% |