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.
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 | $106,749-76.9% | $145,433-83.0% | $82,448-70.1% |
| Participation rate | 94.8% | 75.6%+19.2pp | 82.1%+12.7pp | 68.1%+26.8pp |
| Annual return | -7.05% | 27.59%-34.6pp | 66.58%-73.6pp | 41.64%-48.7pp |
| Employer contribution / active EE | $2,183 | $3,444-36.6% | $4,554-52.1% | $2,551-14.4% |
| Participant deferral / active EE | $4,505 | $6,519-30.9% | $7,897-43.0% | $4,139+8.8% |
| Admin fee / account holder | $266 | $8,390-96.8% | $13,129-98.0% | $7,234-96.3% |