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 8-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 | $3,534 |
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 | $14,229 | $26,549-46.4% | $61,373-76.8% | $66,914-78.7% |
| Participation rate | 33.6% | 38.1%-4.5pp | 52.6%-19.0pp | 69.8%-36.2pp |
| Annual return | -19.19% | -16.21%-3.0pp | 338.61%-357.8pp | 1.58%-20.8pp |
| Employer contribution / active EE | $388 | $651-40.5% | $1,159-66.6% | $2,544-84.8% |
| Participant deferral / active EE | $1,057 | $1,338-21.0% | $2,125-50.3% | $4,237-75.1% |
| Admin fee / account holder | $71 | $409-82.7% | $2,130-96.7% | $593-88.1% |