Unlock peer percentile detail for $4.99 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+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $696 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $982 | $60,261-98.4% | $81,783-98.8% | $74,546-98.7% |
| Participation rate | 61.3% | 62.9%-1.6pp | 72.4%-11.0pp | 67.2%-5.9pp |
| Annual return | 0.00% | 16.88%-16.9pp | 775.05%-775.1pp | 1366.03%-1366.0pp |
| Employer contribution / active EE | $360 | $2,622-86.3% | $2,913-87.6% | $2,624-86.3% |
| Participant deferral / active EE | $430 | $3,388-87.3% | $4,320-90.0% | $4,347-90.1% |
| Admin fee / account holder | $7 | $1,482-99.6% | $7,380-99.9% | $1,944-99.7% |