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 | $25 |
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.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,102 | $35,986-96.9% | $77,482-98.6% | $73,488-98.5% |
| Participation rate | 8.3% | 40.8%-32.5pp | 54.2%-45.9pp | 70.7%-62.3pp |
| Annual return | 442.86% | 19.26%+423.6pp | 54.79%+388.1pp | 28.51%+414.3pp |
| Employer contribution / active EE | $0 | $557-100.0% | $986-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $113 | $1,198-90.6% | $1,861-93.9% | $3,740-97.0% |
| Admin fee / account holder | $2 | $466-99.7% | $2,858-99.9% | $513-99.7% |