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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $675 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 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 | $22,259 | $75,183-70.4% | $123,892-82.0% | $55,167-59.7% |
| Participation rate | 51.4% | 72.8%-21.5pp | 81.4%-30.0pp | 69.0%-17.6pp |
| Annual return | 7.87% | 19.01%-11.1pp | 47.52%-39.6pp | 169.23%-161.4pp |
| Employer contribution / active EE | $1,599 | $2,823-43.4% | $4,617-65.4% | $1,963-18.5% |
| Participant deferral / active EE | $2,755 | $5,084-45.8% | $5,984-54.0% | $3,054-9.8% |
| Admin fee / account holder | $8 | $663-98.8% | $8,357-99.9% | $504-98.4% |