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-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $540 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,084 | $65,435-40.3% | $86,677-54.9% | $66,914-41.6% |
| Participation rate | 21.3% | 75.5%-54.2pp | 76.6%-55.3pp | 69.8%-48.5pp |
| Annual return | -13.40% | -10.89%-2.5pp | 35.91%-49.3pp | 1.58%-15.0pp |
| Employer contribution / active EE | $733 | $2,153-66.0% | $2,836-74.2% | $2,544-71.2% |
| Participant deferral / active EE | $1,409 | $4,100-65.6% | $4,656-69.7% | $4,237-66.7% |
| Admin fee / account holder | $23 | $642-96.3% | $7,493-99.7% | $593-96.0% |