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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,567 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant 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 | $13,071 | $102,553-87.3% | $151,611-91.4% | $66,914-80.5% |
| Participation rate | 84.5% | 85.5%-1.0pp | 87.5%-3.0pp | 69.8%+14.7pp |
| Annual return | -14.54% | -10.82%-3.7pp | 3.33%-17.9pp | 1.58%-16.1pp |
| Employer contribution / active EE | $8 | $4,180-99.8% | $6,166-99.9% | $2,544-99.7% |
| Participant deferral / active EE | $4,104 | $6,641-38.2% | $8,363-50.9% | $4,237-3.1% |
| Admin fee / account holder | $164 | $630-74.0% | $11,616-98.6% | $593-72.4% |