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 5-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 | $3,948 |
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 | $24,738 | $91,407-72.9% | $135,903-81.8% | $71,457-65.4% |
| Participation rate | 91.2% | 75.7%+15.5pp | 81.9%+9.2pp | 67.9%+23.2pp |
| Annual return | 16.76% | 29.90%-13.1pp | 68.23%-51.5pp | 28.85%-12.1pp |
| Employer contribution / active EE | $2,701 | $3,703-27.1% | $4,856-44.4% | $2,588+4.4% |
| Participant deferral / active EE | $3,995 | $7,092-43.7% | $7,758-48.5% | $4,289-6.9% |
| Admin fee / account holder | $25 | $1,266-98.0% | $10,762-99.8% | $1,587-98.4% |