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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,337 |
ADP BROKER-DEALER5 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,514 | $80,968-75.9% | $96,544-79.8% | $75,163-74.0% |
| Participation rate | 80.5% | 71.8%+8.7pp | 76.0%+4.5pp | 67.2%+13.3pp |
| Annual return | 20.83% | 27.06%-6.2pp | 25.84%-5.0pp | 160.62%-139.8pp |
| Employer contribution / active EE | $3,441 | $2,282+50.8% | $2,965+16.1% | $2,670+28.9% |
| Participant deferral / active EE | $5,982 | $3,928+52.3% | $4,851+23.3% | $4,125+45.0% |
| Admin fee / account holder | $35 | $6,724-99.5% | $8,252-99.6% | $5,651-99.4% |