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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,653 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $4,883 |
ADP BROKER-DEALER7+ years 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 | $16,494 | $59,584-72.3% | $86,874-81.0% | $79,386-79.2% |
| Participation rate | 91.3% | 67.7%+23.7pp | 71.6%+19.7pp | 70.7%+20.6pp |
| Annual return | 16.32% | 23.15%-6.8pp | 63.52%-47.2pp | 116.85%-100.5pp |
| Employer contribution / active EE | $602 | $1,768-65.9% | $2,495-75.9% | $2,427-75.2% |
| Participant deferral / active EE | $1,670 | $3,036-45.0% | $3,699-54.8% | $4,046-58.7% |
| Admin fee / account holder | $93 | $604-84.6% | $5,828-98.4% | $626-85.1% |