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 7-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,718 |
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,479 | $64,119-79.0% | $112,228-88.0% | $66,914-79.9% |
| Participation rate | 94.9% | 68.5%+26.4pp | 75.1%+19.8pp | 69.8%+25.1pp |
| Annual return | -19.04% | -13.81%-5.2pp | 27.45%-46.5pp | 1.58%-20.6pp |
| Employer contribution / active EE | $2,198 | $3,005-26.9% | $3,635-39.5% | $2,544-13.6% |
| Participant deferral / active EE | $4,293 | $3,693+16.2% | $4,728-9.2% | $4,237+1.3% |
| Admin fee / account holder | $90 | $625-85.6% | $6,410-98.6% | $593-84.8% |