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 9-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 | $30,384 |
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,086 | $55,415-81.8% | $155,509-93.5% | $74,495-86.5% |
| Participation rate | 89.0% | 61.9%+27.1pp | 78.2%+10.8pp | 67.2%+21.8pp |
| Annual return | 8.05% | 268.50%-260.4pp | 64.67%-56.6pp | 1364.94%-1356.9pp |
| Employer contribution / active EE | $707 | $2,267-68.8% | $4,672-84.9% | $2,623-73.0% |
| Participant deferral / active EE | $2,911 | $2,836+2.6% | $5,626-48.3% | $4,346-33.0% |
| Admin fee / account holder | $156 | $1,738-91.0% | $15,912-99.0% | $1,942-92.0% |