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 | $96,484-63.3% | $156,263-77.3% | $74,304-52.3% |
| Participation rate | 48.8% | 67.7%-18.9pp | 78.9%-30.1pp | 60.3%-11.6pp |
| Annual return | 28.26% | 17.73%+10.5pp | 59.47%-31.2pp | 29.43%-1.2pp |
| Employer contribution / active EE | $1,745 | $2,528-31.0% | $4,333-59.7% | $2,241-22.2% |
| Participant deferral / active EE | $3,028 | $4,286-29.3% | $6,158-50.8% | $3,767-19.6% |
| Admin fee / account holder | $42 | $3,728-98.9% | $14,255-99.7% | $2,969-98.6% |