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 | $3,145 |
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 | $2,708 | $55,472-95.1% | $155,567-98.3% | $74,546-96.4% |
| Participation rate | 74.2% | 61.9%+12.3pp | 78.2%-4.0pp | 67.2%+7.0pp |
| Annual return | 20.82% | 268.72%-247.9pp | 64.74%-43.9pp | 1366.03%-1345.2pp |
| Employer contribution / active EE | $508 | $2,269-77.6% | $4,674-89.1% | $2,624-80.6% |
| Participant deferral / active EE | $1,341 | $2,838-52.7% | $5,628-76.2% | $4,347-69.2% |
| Admin fee / account holder | $16 | $1,743-99.1% | $15,916-99.9% | $1,944-99.2% |