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 7-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 | $22,552 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,027 | $71,516-62.2% | $98,439-72.5% | $71,457-62.2% |
| Participation rate | 69.2% | 72.7%-3.5pp | 75.2%-6.0pp | 67.9%+1.3pp |
| Annual return | 16.23% | 32.41%-16.2pp | 21.16%-4.9pp | 28.85%-12.6pp |
| Employer contribution / active EE | $1,879 | $2,399-21.7% | $3,048-38.4% | $2,588-27.4% |
| Participant deferral / active EE | $3,612 | $4,109-12.1% | $4,738-23.8% | $4,289-15.8% |
| Admin fee / account holder | $138 | $1,675-91.8% | $8,948-98.5% | $1,587-91.3% |