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 9-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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,072 |
Employer 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 | $19,639 | $78,483-75.0% | $106,201-81.5% | $74,546-73.7% |
| Participation rate | 89.1% | 72.8%+16.3pp | 75.3%+13.8pp | 67.2%+21.9pp |
| Annual return | 13.19% | 15.94%-2.8pp | 116.26%-103.1pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $422 | $2,522-83.3% | $3,170-86.7% | $2,624-83.9% |
| Participant deferral / active EE | $3,602 | $4,320-16.6% | $5,012-28.1% | $4,347-17.1% |
| Admin fee / account holder | $28 | $2,236-98.7% | $11,039-99.7% | $1,944-98.6% |