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 8-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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,881 |
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 | $20,917 | $59,584-64.9% | $86,874-75.9% | $79,386-73.7% |
| Participation rate | 89.7% | 67.7%+22.0pp | 71.6%+18.0pp | 70.7%+18.9pp |
| Annual return | 14.78% | 23.15%-8.4pp | 63.52%-48.7pp | 116.85%-102.1pp |
| Employer contribution / active EE | $1,286 | $1,768-27.3% | $2,495-48.5% | $2,427-47.0% |
| Participant deferral / active EE | $2,453 | $3,036-19.2% | $3,699-33.7% | $4,046-39.4% |
| Admin fee / account holder | $132 | $604-78.1% | $5,828-97.7% | $626-78.9% |