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 |
|---|---|---|
Service code 15 · EIN 82-5427341 | Recordkeeping | $20,881 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,872 |
ADP BROKER-DEALER9+ 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 | $19,128 | $40,385-52.6% | $80,569-76.3% | $74,419-74.3% |
| Participation rate | 32.6% | 47.4%-14.8pp | 67.0%-34.4pp | 70.7%-38.1pp |
| Annual return | 27.06% | 164.85%-137.8pp | 935.43%-908.4pp | 34.38%-7.3pp |
| Employer contribution / active EE | $1,695 | $1,496+13.3% | $2,723-37.8% | $2,637-35.7% |
| Participant deferral / active EE | $3,417 | $2,674+27.8% | $4,447-23.2% | $4,528-24.5% |
| Admin fee / account holder | $149 | $720-79.3% | $5,377-97.2% | $348-57.2% |