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 3-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+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,085 |
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 | $18,610 | $99,016-81.2% | $93,789-80.2% | $66,914-72.2% |
| Participation rate | 83.8% | 82.1%+1.7pp | 81.0%+2.8pp | 69.8%+14.0pp |
| Annual return | 0.00% | -14.59%+14.6pp | -11.33%+11.3pp | 1.58%-1.6pp |
| Employer contribution / active EE | $4,736 | $4,769-0.7% | $4,323+9.6% | $2,544+86.1% |
| Participant deferral / active EE | $8,331 | $6,689+24.5% | $6,094+36.7% | $4,237+96.6% |
| Admin fee / account holder | $16 | $477-96.6% | $7,195-99.8% | $593-97.3% |