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 6-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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,439 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,720 | $70,908-91.9% | $98,907-94.2% | $73,488-92.2% |
| Participation rate | 62.8% | 73.8%-11.0pp | 76.0%-13.2pp | 70.7%-7.9pp |
| Annual return | 40.35% | 34.17%+6.2pp | 196.43%-156.1pp | 28.51%+11.8pp |
| Employer contribution / active EE | $1,025 | $2,036-49.6% | $2,689-61.9% | $2,270-54.8% |
| Participant deferral / active EE | $1,591 | $3,500-54.5% | $4,244-62.5% | $3,740-57.5% |
| Admin fee / account holder | $34 | $535-93.6% | $6,642-99.5% | $513-93.4% |