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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,069 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $22,534 | $91,538-75.4% | $129,995-82.7% | $75,163-70.0% |
| Participation rate | 78.7% | 71.4%+7.2pp | 78.5%+0.2pp | 67.2%+11.5pp |
| Annual return | 19.26% | -631.11%+650.4pp | -137.18%+156.4pp | 160.62%-141.4pp |
| Employer contribution / active EE | $2,068 | $2,845-27.3% | $4,320-52.1% | $2,670-22.5% |
| Participant deferral / active EE | $3,535 | $4,341-18.6% | $5,820-39.3% | $4,125-14.3% |
| Admin fee / account holder | $15 | $6,790-99.8% | $10,614-99.9% | $5,651-99.7% |