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 7-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,218 |
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 | $7,338 | $49,915-85.3% | $154,803-95.3% | $74,304-90.1% |
| Participation rate | 77.3% | 54.0%+23.4pp | 78.1%-0.7pp | 60.3%+17.0pp |
| Annual return | 93.17% | 34.06%+59.1pp | 58.88%+34.3pp | 29.43%+63.7pp |
| Employer contribution / active EE | $493 | $1,611-69.4% | $4,305-88.6% | $2,241-78.0% |
| Participant deferral / active EE | $1,297 | $2,255-42.5% | $5,540-76.6% | $3,767-65.6% |
| Admin fee / account holder | $73 | $2,189-96.6% | $14,329-99.5% | $2,969-97.5% |