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 6-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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $13,075 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,135 | $88,122-81.7% | $141,162-88.6% | $67,579-76.1% |
| Participation rate | 60.7% | 76.5%-15.7pp | 82.5%-21.7pp | 71.3%-10.5pp |
| Annual return | 0.00% | 75.40%-75.4pp | 71.39%-71.4pp | 378.56%-378.6pp |
| Employer contribution / active EE | $717 | $3,224-77.8% | $4,735-84.9% | $2,148-66.6% |
| Participant deferral / active EE | $1,401 | $5,958-76.5% | $6,709-79.1% | $3,539-60.4% |
| Admin fee / account holder | $62 | $131-52.7% | $10,261-99.4% | $142-56.5% |