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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,054 |
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 | $15,377 | $84,487-81.8% | $125,339-87.7% | $66,914-77.0% |
| Participation rate | 91.2% | 76.4%+14.7pp | 82.4%+8.8pp | 69.8%+21.3pp |
| Annual return | -14.35% | -8.39%-6.0pp | 572.05%-586.4pp | 1.58%-15.9pp |
| Employer contribution / active EE | $2,805 | $3,553-21.1% | $4,814-41.7% | $2,544+10.2% |
| Participant deferral / active EE | $7,140 | $6,781+5.3% | $7,446-4.1% | $4,237+68.5% |
| Admin fee / account holder | $84 | $685-87.7% | $10,010-99.2% | $593-85.8% |