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 | $33,590 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,702 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $28,611 | $44,960-36.4% | $84,966-66.3% | $74,495-61.6% |
| Participation rate | 32.3% | 49.4%-17.1pp | 67.5%-35.2pp | 67.2%-34.9pp |
| Annual return | 16.73% | 26.24%-9.5pp | 66.38%-49.7pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $2,232 | $1,457+53.2% | $2,727-18.2% | $2,623-14.9% |
| Participant deferral / active EE | $4,458 | $2,731+63.3% | $4,519-1.3% | $4,346+2.6% |
| Admin fee / account holder | $182 | $2,209-91.7% | $6,149-97.0% | $1,942-90.6% |