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 | $9,437 |
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 | $10,447 | $88,360-88.2% | $145,433-92.8% | $67,986-84.6% |
| Participation rate | 86.0% | 65.5%+20.5pp | 82.1%+3.9pp | 57.2%+28.8pp |
| Annual return | 17.22% | 63.15%-45.9pp | 66.58%-49.4pp | 31.67%-14.4pp |
| Employer contribution / active EE | $1,008 | $3,054-67.0% | $4,554-77.9% | $2,019-50.1% |
| Participant deferral / active EE | $2,126 | $5,932-64.2% | $7,897-73.1% | $3,358-36.7% |
| Admin fee / account holder | $43 | $3,313-98.7% | $13,129-99.7% | $3,203-98.7% |