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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,560 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,679 | $44,873-82.9% | $79,464-90.3% | $56,287-86.4% |
| Participation rate | 59.4% | 68.7%-9.3pp | 73.3%-13.9pp | 69.9%-10.4pp |
| Annual return | -8.02% | 0.81%-8.8pp | 718.14%-726.2pp | -9.96%+1.9pp |
| Employer contribution / active EE | $800 | $2,140-62.6% | $2,800-71.4% | $2,111-62.1% |
| Participant deferral / active EE | $1,325 | $2,746-51.7% | $3,704-64.2% | $3,350-60.4% |
| Admin fee / account holder | $44 | $418-89.5% | $5,113-99.1% | $521-91.6% |