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 | $21,693 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $18,951 | $29,546-35.9% | $56,441-66.4% | $77,671-75.6% |
| Participation rate | 15.1% | 32.7%-17.6pp | 52.5%-37.4pp | 70.6%-55.5pp |
| Annual return | 37.06% | 19.01%+18.0pp | 1704.21%-1667.2pp | 31.21%+5.8pp |
| Employer contribution / active EE | $391 | $568-31.1% | $1,039-62.3% | $2,726-85.6% |
| Participant deferral / active EE | $717 | $1,061-32.4% | $1,953-63.3% | $4,648-84.6% |
| Admin fee / account holder | $138 | $1,046-86.8% | $2,829-95.1% | $430-67.9% |