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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,634 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,366 | $72,012-87.0% | $185,823-95.0% | $79,858-88.3% |
| Participation rate | 71.2% | 65.8%+5.5pp | 78.0%-6.8pp | 69.6%+1.6pp |
| Annual return | 10.52% | 23.12%-12.6pp | 35.95%-25.4pp | 31.71%-21.2pp |
| Employer contribution / active EE | $3,877 | $1,965+97.4% | $4,087-5.1% | $2,471+56.9% |
| Participant deferral / active EE | $1,575 | $3,779-58.3% | $5,632-72.0% | $3,740-57.9% |
| Admin fee / account holder | $83 | $4,513-98.2% | $9,500-99.1% | $5,306-98.4% |