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 9-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 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $49,212 |
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 | $1,564 | $50,127-96.9% | $149,673-99.0% | $80,160-98.0% |
| Participation rate | 34.6% | 64.3%-29.7pp | 78.8%-44.1pp | 72.9%-38.3pp |
| Annual return | 40.76% | 29.82%+10.9pp | 134.42%-93.7pp | 40.38%+0.4pp |
| Employer contribution / active EE | $448 | $1,865-76.0% | $4,818-90.7% | $2,978-85.0% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,680-100.0% | $5,017-100.0% |
| Admin fee / account holder | $58 | $153-61.7% | $13,210-99.6% | $145-59.7% |