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 9-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 | $2,500 |
ADP BROKER-DEALER7 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.
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 | $16,356 | $47,126-65.3% | $149,673-89.1% | $74,419-78.0% |
| Participation rate | 41.4% | 63.4%-21.9pp | 78.8%-37.3pp | 70.7%-29.3pp |
| Annual return | 17.97% | 22.75%-4.8pp | 134.42%-116.4pp | 34.38%-16.4pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,340 | $2,728-50.9% | $5,680-76.4% | $4,528-70.4% |
| Admin fee / account holder | $14 | $343-96.0% | $13,210-99.9% | $348-96.0% |