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 10-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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,835 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $43,369 | $95,274-54.5% | $135,903-68.1% | $74,419-41.7% |
| Participation rate | 57.6% | 78.2%-20.6pp | 81.9%-24.3pp | 70.7%-13.1pp |
| Annual return | 132.39% | 32.77%+99.6pp | 68.23%+64.2pp | 34.38%+98.0pp |
| Employer contribution / active EE | $1,506 | $3,874-61.1% | $4,856-69.0% | $2,637-42.9% |
| Participant deferral / active EE | $5,385 | $7,782-30.8% | $7,758-30.6% | $4,528+18.9% |
| Admin fee / account holder | $96 | $266-63.9% | $10,762-99.1% | $348-72.3% |