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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,966 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,372 | $55,416-70.5% | $75,972-78.4% | $77,643-78.9% |
| Participation rate | 24.8% | 63.6%-38.8pp | 69.1%-44.3pp | 70.6%-45.8pp |
| Annual return | 18.32% | 17.07%+1.2pp | 359.55%-341.2pp | 31.24%-12.9pp |
| Employer contribution / active EE | $517 | $1,788-71.1% | $2,685-80.7% | $2,726-81.0% |
| Participant deferral / active EE | $1,499 | $3,447-56.5% | $4,255-64.8% | $4,647-67.7% |
| Admin fee / account holder | $45 | $414-89.1% | $6,467-99.3% | $430-89.5% |