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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,446 |
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 | $24,743 | $73,004-66.1% | $90,749-72.7% | $68,494-63.9% |
| Participation rate | 48.6% | 70.8%-22.3pp | 75.7%-27.1pp | 67.9%-19.3pp |
| Annual return | -15.32% | -13.81%-1.5pp | -12.16%-3.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,029 | $2,193-53.1% | $2,921-64.8% | $2,596-60.4% |
| Participant deferral / active EE | $5,882 | $3,627+62.2% | $4,564+28.9% | $4,027+46.1% |
| Admin fee / account holder | $148 | $5,896-97.5% | $8,445-98.3% | $5,403-97.3% |