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 | $220 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $5,036 | $78,672-93.6% | $109,143-95.4% | $85,850-94.1% |
| Participation rate | 92.2% | 68.3%+23.9pp | 75.9%+16.3pp | 69.3%+22.9pp |
| Annual return | 17.17% | 25.09%-7.9pp | 25.75%-8.6pp | 318.53%-301.4pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,059 | $3,467-40.6% | $4,653-55.8% | $3,952-47.9% |
| Admin fee / account holder | $2 | $5,469-100.0% | $6,752-100.0% | $6,260-100.0% |