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 8-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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,907 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $7,490 |
ADP BROKER-DEALER4 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 | $7,223 | $60,261-88.0% | $81,783-91.2% | $74,546-90.3% |
| Participation rate | 93.3% | 62.9%+30.4pp | 72.4%+20.9pp | 67.2%+26.1pp |
| Annual return | 14.39% | 16.88%-2.5pp | 775.05%-760.7pp | 1366.03%-1351.6pp |
| Employer contribution / active EE | $905 | $2,622-65.5% | $2,913-68.9% | $2,624-65.5% |
| Participant deferral / active EE | $1,666 | $3,388-50.8% | $4,320-61.4% | $4,347-61.7% |
| Admin fee / account holder | $98 | $1,482-93.4% | $7,380-98.7% | $1,944-95.0% |