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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,782 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $3,592 | $58,879-93.9% | $178,490-98.0% | $73,488-95.1% |
| Participation rate | 60.2% | 66.2%-6.1pp | 81.9%-21.8pp | 70.7%-10.5pp |
| Annual return | 22.26% | 24.86%-2.6pp | 151.07%-128.8pp | 28.51%-6.3pp |
| Employer contribution / active EE | $296 | $2,236-86.8% | $5,011-94.1% | $2,270-87.0% |
| Participant deferral / active EE | $1,483 | $2,567-42.2% | $5,202-71.5% | $3,740-60.3% |
| Admin fee / account holder | $10 | $400-97.5% | $13,984-99.9% | $513-98.0% |