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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,779 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,175 | $29,546-18.2% | $56,441-57.2% | $77,671-68.9% |
| Participation rate | 24.2% | 32.7%-8.5pp | 52.5%-28.3pp | 70.6%-46.4pp |
| Annual return | 16.17% | 19.01%-2.8pp | 1704.21%-1688.0pp | 31.21%-15.0pp |
| Employer contribution / active EE | $516 | $568-9.2% | $1,039-50.4% | $2,726-81.1% |
| Participant deferral / active EE | $910 | $1,061-14.2% | $1,953-53.4% | $4,648-80.4% |
| Admin fee / account holder | $44 | $1,046-95.8% | $2,829-98.4% | $430-89.7% |