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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,333 |
ADP BROKER-DEALER7+ 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 | $11,357 | $54,350-79.1% | $82,719-86.3% | $68,494-83.4% |
| Participation rate | 50.0% | 63.9%-13.9pp | 72.6%-22.6pp | 67.9%-17.9pp |
| Annual return | -12.21% | -13.67%+1.5pp | 701.18%-713.4pp | -7.84%-4.4pp |
| Employer contribution / active EE | $756 | $2,218-65.9% | $3,009-74.9% | $2,596-70.9% |
| Participant deferral / active EE | $3,306 | $3,246+1.9% | $4,395-24.8% | $4,027-17.9% |
| Admin fee / account holder | $22 | $4,395-99.5% | $5,329-99.6% | $5,403-99.6% |