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 Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $23,636 | $79,694-70.3% | $96,139-75.4% | $79,386-70.2% |
| Participation rate | 54.2% | 54.0%+0.2pp | 68.4%-14.2pp | 70.7%-16.5pp |
| Annual return | 27.21% | 40.84%-13.6pp | 191.94%-164.7pp | 116.85%-89.6pp |
| Employer contribution / active EE | $1,614 | $1,443+11.9% | $2,797-42.3% | $2,427-33.5% |
| Participant deferral / active EE | $1,966 | $2,539-22.5% | $4,349-54.8% | $4,046-51.4% |
| Admin fee / account holder | $252 | $630-59.9% | $5,537-95.4% | $626-59.7% |