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 10-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 | $770 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,506 | $35,986+12.6% | $77,482-47.7% | $73,488-44.9% |
| Participation rate | 33.1% | 40.8%-7.8pp | 54.2%-21.1pp | 70.7%-37.6pp |
| Annual return | 16.46% | 19.26%-2.8pp | 54.79%-38.3pp | 28.51%-12.1pp |
| Employer contribution / active EE | $271 | $557-51.3% | $986-72.5% | $2,270-88.0% |
| Participant deferral / active EE | $547 | $1,198-54.3% | $1,861-70.6% | $3,740-85.4% |
| Admin fee / account holder | $16 | $466-96.6% | $2,858-99.4% | $513-96.9% |