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 | $1,520 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,094 | $47,977-74.8% | $154,107-92.2% | $56,287-78.5% |
| Participation rate | 69.2% | 66.2%+3.1pp | 83.0%-13.8pp | 69.9%-0.6pp |
| Annual return | -7.56% | 3.54%-11.1pp | 735.12%-742.7pp | -9.96%+2.4pp |
| Employer contribution / active EE | $961 | $2,169-55.7% | $5,298-81.9% | $2,111-54.5% |
| Participant deferral / active EE | $1,881 | $2,392-21.4% | $5,081-63.0% | $3,350-43.9% |
| Admin fee / account holder | $49 | $438-88.7% | $13,411-99.6% | $521-90.5% |