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 | $18,119 |
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 | $4,431 | $47,126-90.6% | $149,673-97.0% | $74,419-94.0% |
| Participation rate | 68.8% | 63.4%+5.4pp | 78.8%-10.0pp | 70.7%-1.9pp |
| Annual return | 15.20% | 22.75%-7.6pp | 134.42%-119.2pp | 34.38%-19.2pp |
| Employer contribution / active EE | $259 | $1,905-86.4% | $4,818-94.6% | $2,637-90.2% |
| Participant deferral / active EE | $1,487 | $2,728-45.5% | $5,680-73.8% | $4,528-67.2% |
| Admin fee / account holder | $44 | $343-87.1% | $13,210-99.7% | $348-87.3% |