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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,225 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,983 | $63,905-71.9% | $74,183-75.8% | $57,658-68.8% |
| Participation rate | 42.6% | 79.8%-37.2pp | 76.6%-34.1pp | 70.2%-27.7pp |
| Annual return | 12.89% | 60.60%-47.7pp | 17.74%-4.8pp | 5.13%+7.8pp |
| Employer contribution / active EE | $1,349 | $1,840-26.7% | $2,370-43.1% | $1,974-31.7% |
| Participant deferral / active EE | $2,083 | $3,448-39.6% | $3,550-41.3% | $3,061-31.9% |
| Admin fee / account holder | $18 | $91-80.1% | $5,586-99.7% | $95-80.8% |