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.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $450 |
Participant contribution per participant 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,246 | $50,982-97.6% | $154,803-99.2% | $85,563-98.5% |
| Participation rate | 86.6% | 59.8%+26.8pp | 78.1%+8.6pp | 66.0%+20.7pp |
| Annual return | 0.00% | 30.35%-30.4pp | 58.88%-58.9pp | 31.51%-31.5pp |
| Employer contribution / active EE | $472 | $1,708-72.4% | $4,305-89.0% | $2,654-82.2% |
| Participant deferral / active EE | $589 | $2,474-76.2% | $5,540-89.4% | $4,375-86.5% |
| Admin fee / account holder | $2 | $846-99.8% | $14,329-100.0% | $834-99.8% |