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 9-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 | $993 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $22,100 | $79,428-72.2% | $106,548-79.3% | $79,386-72.2% |
| Participation rate | 47.1% | 74.1%-27.0pp | 76.1%-29.0pp | 70.7%-23.6pp |
| Annual return | 20.99% | 18.27%+2.7pp | 26.80%-5.8pp | 116.85%-95.9pp |
| Employer contribution / active EE | $559 | $2,234-75.0% | $2,819-80.2% | $2,427-77.0% |
| Participant deferral / active EE | $3,799 | $3,823-0.6% | $4,398-13.6% | $4,046-6.1% |
| Admin fee / account holder | $16 | $523-97.0% | $7,407-99.8% | $626-97.5% |