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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,733 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $7,940 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,663 | $69,763-63.2% | $67,502-62.0% | $74,495-65.6% |
| Participation rate | 32.3% | 71.4%-39.1pp | 72.9%-40.6pp | 67.2%-34.9pp |
| Annual return | 12.82% | -40.34%+53.2pp | 3512.12%-3499.3pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $308 | $2,704-88.6% | $2,731-88.7% | $2,623-88.3% |
| Participant deferral / active EE | $1,948 | $3,636-46.4% | $4,000-51.3% | $4,346-55.2% |
| Admin fee / account holder | $201 | $896-77.6% | $3,998-95.0% | $1,942-89.7% |