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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,025 |
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.
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 | $16,455 | $39,286-58.1% | $80,716-79.6% | $79,386-79.3% |
| Participation rate | 13.7% | 41.0%-27.2pp | 54.2%-40.5pp | 70.7%-57.0pp |
| Annual return | 27.06% | 98.95%-71.9pp | 87.28%-60.2pp | 116.85%-89.8pp |
| Employer contribution / active EE | $236 | $594-60.3% | $1,160-79.7% | $2,427-90.3% |
| Participant deferral / active EE | $360 | $1,264-71.5% | $2,146-83.2% | $4,046-91.1% |
| Admin fee / account holder | $130 | $647-79.9% | $3,380-96.2% | $626-79.2% |