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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,623 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $6,763 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $32,456 | $70,908-54.2% | $98,907-67.2% | $73,488-55.8% |
| Participation rate | 68.3% | 73.8%-5.5pp | 76.0%-7.7pp | 70.7%-2.4pp |
| Annual return | 12.29% | 34.17%-21.9pp | 196.43%-184.1pp | 28.51%-16.2pp |
| Employer contribution / active EE | $661 | $2,036-67.5% | $2,689-75.4% | $2,270-70.9% |
| Participant deferral / active EE | $2,347 | $3,500-32.9% | $4,244-44.7% | $3,740-37.2% |
| Admin fee / account holder | $84 | $535-84.3% | $6,642-98.7% | $513-83.6% |