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-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $2,771 | $86,655-96.8% | $119,609-97.7% | $66,914-95.9% |
| Participation rate | 9.0% | 75.6%-66.5pp | 79.3%-70.2pp | 69.8%-60.8pp |
| Annual return | 0.00% | -8.00%+8.0pp | -14.97%+15.0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $274 | $4,358-93.7% | $5,602-95.1% | $4,237-93.5% |
| Admin fee / account holder | $12 | $755-98.4% | $10,323-99.9% | $593-98.0% |