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 | $2,924 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $809 | $34,932-97.7% | $56,441-98.6% | $74,546-98.9% |
| Participation rate | 90.0% | 32.9%+57.1pp | 52.5%+37.5pp | 67.2%+22.8pp |
| Annual return | 5.98% | 24.90%-18.9pp | 1704.21%-1698.2pp | 1366.03%-1360.1pp |
| Employer contribution / active EE | $0 | $608-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $393 | $1,173-66.5% | $1,953-79.9% | $4,347-91.0% |
| Admin fee / account holder | $21 | $2,359-99.1% | $2,829-99.3% | $1,944-98.9% |