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 6-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 | $22,794 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,860 | $76,670-67.6% | $96,683-74.3% | $71,457-65.2% |
| Participation rate | 61.6% | 66.6%-5.0pp | 74.3%-12.7pp | 67.9%-6.3pp |
| Annual return | 31.31% | 48.29%-17.0pp | 35.69%-4.4pp | 28.85%+2.5pp |
| Employer contribution / active EE | $3,174 | $3,031+4.7% | $3,737-15.0% | $2,588+22.7% |
| Participant deferral / active EE | $4,423 | $3,771+17.3% | $4,878-9.3% | $4,289+3.1% |
| Admin fee / account holder | $130 | $2,028-93.6% | $6,730-98.1% | $1,587-91.8% |