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-DEALER6+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,216 |
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 | $35,417 | $91,760-61.4% | $156,181-77.3% | $67,986-47.9% |
| Participation rate | 48.8% | 65.0%-16.2pp | 78.8%-30.0pp | 57.2%-8.4pp |
| Annual return | 28.26% | 18.14%+10.1pp | 64.87%-36.6pp | 31.67%-3.4pp |
| Employer contribution / active EE | $1,745 | $2,419-27.9% | $4,294-59.4% | $2,019-13.6% |
| Participant deferral / active EE | $3,028 | $3,960-23.5% | $6,132-50.6% | $3,358-9.8% |
| Admin fee / account holder | $42 | $3,949-98.9% | $14,586-99.7% | $3,203-98.7% |