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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,713 |
ADP BROKER-DEALER6 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 | $28,996 | $86,929-66.6% | $102,423-71.7% | $80,856-64.1% |
| Participation rate | 75.6% | 72.4%+3.2pp | 76.5%-0.9pp | 67.6%+7.9pp |
| Annual return | 12.60% | 18.88%-6.3pp | 29.32%-16.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $4,022 | $2,369+69.8% | $3,023+33.0% | $2,755+46.0% |
| Participant deferral / active EE | $7,575 | $4,118+83.9% | $5,053+49.9% | $4,296+76.3% |
| Admin fee / account holder | $69 | $8,049-99.1% | $9,451-99.3% | $6,918-99.0% |