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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,268 |
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 | $37,595 | $80,724-53.4% | $103,333-63.6% | $74,495-49.5% |
| Participation rate | 63.0% | 65.7%-2.7pp | 74.5%-11.5pp | 67.2%-4.2pp |
| Annual return | 14.54% | 27.56%-13.0pp | 24.88%-10.3pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $3,728 | $3,157+18.1% | $3,868-3.6% | $2,623+42.1% |
| Participant deferral / active EE | $5,290 | $3,860+37.0% | $5,057+4.6% | $4,346+21.7% |
| Admin fee / account holder | $221 | $2,368-90.7% | $8,355-97.4% | $1,942-88.6% |