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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,132 |
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 | $23,762 | $91,407-74.0% | $135,903-82.5% | $71,457-66.7% |
| Participation rate | 89.0% | 75.7%+13.3pp | 81.9%+7.1pp | 67.9%+21.0pp |
| Annual return | 19.11% | 29.90%-10.8pp | 68.23%-49.1pp | 28.85%-9.7pp |
| Employer contribution / active EE | $2,334 | $3,703-37.0% | $4,856-51.9% | $2,588-9.8% |
| Participant deferral / active EE | $6,353 | $7,092-10.4% | $7,758-18.1% | $4,289+48.1% |
| Admin fee / account holder | $114 | $1,266-91.0% | $10,762-98.9% | $1,587-92.8% |