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 4-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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,021 |
Filed as: AXA ADVISORS, LLC Service code 15 · EIN 13-4071393 | Recordkeeping | $6,734 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,240 | $56,638-57.2% | $169,368-85.7% | $74,419-67.4% |
| Participation rate | 36.9% | 67.5%-30.6pp | 77.1%-40.2pp | 70.7%-33.8pp |
| Annual return | 21.62% | 24.75%-3.1pp | 405.60%-384.0pp | 34.38%-12.8pp |
| Employer contribution / active EE | $480 | $2,027-76.3% | $4,013-88.0% | $2,637-81.8% |
| Participant deferral / active EE | $1,671 | $4,223-60.4% | $6,221-73.1% | $4,528-63.1% |
| Admin fee / account holder | $243 | $307-20.7% | $9,003-97.3% | $348-30.1% |