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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $455 |
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,699 | $52,953-59.0% | $172,739-87.4% | $65,185-66.7% |
| Participation rate | 44.9% | 66.2%-21.3pp | 82.6%-37.7pp | 70.2%-25.3pp |
| Annual return | 29.01% | 30.12%-1.1pp | 802.84%-773.8pp | 29.38%-0.4pp |
| Employer contribution / active EE | $1,450 | $2,190-33.8% | $5,143-71.8% | $2,177-33.4% |
| Participant deferral / active EE | $2,800 | $2,471+13.3% | $5,198-46.1% | $3,514-20.3% |
| Admin fee / account holder | $53 | $472-88.7% | $13,954-99.6% | $847-93.7% |