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 9-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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,644 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,792 | $71,883-80.8% | $86,677-84.1% | $68,494-79.9% |
| Participation rate | 74.7% | 72.2%+2.5pp | 76.6%-1.9pp | 67.9%+6.8pp |
| Annual return | -12.67% | 3.52%-16.2pp | 35.91%-48.6pp | -7.84%-4.8pp |
| Employer contribution / active EE | $3,077 | $2,173+41.6% | $2,836+8.5% | $2,596+18.5% |
| Participant deferral / active EE | $4,842 | $3,779+28.1% | $4,656+4.0% | $4,027+20.2% |
| Admin fee / account holder | $22 | $6,112-99.6% | $7,493-99.7% | $5,403-99.6% |