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 4-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 | $9,483 |
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 | $8,831 | $87,870-89.9% | $113,168-92.2% | $74,304-88.1% |
| Participation rate | 92.4% | 70.7%+21.7pp | 76.6%+15.9pp | 60.3%+32.1pp |
| Annual return | 21.04% | 26.44%-5.4pp | 24.27%-3.2pp | 29.43%-8.4pp |
| Employer contribution / active EE | $782 | $2,277-65.7% | $2,975-73.7% | $2,241-65.1% |
| Participant deferral / active EE | $2,005 | $4,241-52.7% | $5,107-60.7% | $3,767-46.8% |
| Admin fee / account holder | $46 | $3,368-98.6% | $12,068-99.6% | $2,969-98.4% |