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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,967 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $47,702 | $101,499-53.0% | $147,005-67.6% | $74,546-36.0% |
| Participation rate | 51.0% | 75.5%-24.5pp | 82.2%-31.2pp | 67.2%-16.2pp |
| Annual return | 13.57% | 8732.34%-8718.8pp | 418.76%-405.2pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $1,499 | $3,811-60.7% | $4,934-69.6% | $2,624-42.9% |
| Participant deferral / active EE | $3,579 | $7,304-51.0% | $8,070-55.6% | $4,347-17.7% |
| Admin fee / account holder | $19 | $1,748-98.9% | $13,006-99.9% | $1,944-99.0% |