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 5-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-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,799 |
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 | $3,280 | $26,549-87.6% | $61,373-94.7% | $66,914-95.1% |
| Participation rate | 71.3% | 38.1%+33.2pp | 52.6%+18.7pp | 69.8%+1.5pp |
| Annual return | -19.61% | -16.21%-3.4pp | 338.61%-358.2pp | 1.58%-21.2pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,159-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,756 | $1,338+31.2% | $2,125-17.4% | $4,237-58.6% |
| Admin fee / account holder | $38 | $409-90.7% | $2,130-98.2% | $593-93.6% |