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 8-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 | $24,801 |
Annual investment return 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,683 | $109,881-77.5% | $150,045-83.5% | $84,808-70.9% |
| Participation rate | 94.8% | 76.1%+18.8pp | 82.3%+12.5pp | 68.3%+26.5pp |
| Annual return | -7.05% | 28.25%-35.3pp | 62.55%-69.6pp | 40.90%-47.9pp |
| Employer contribution / active EE | $2,183 | $3,561-38.7% | $4,693-53.5% | $2,631-17.0% |
| Participant deferral / active EE | $4,505 | $6,636-32.1% | $7,997-43.7% | $4,212+7.0% |
| Admin fee / account holder | $266 | $8,568-96.9% | $13,435-98.0% | $7,344-96.4% |