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 4-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 | $6,795 |
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 | $2,877 | $30,588-90.6% | $53,898-94.7% | $85,563-96.6% |
| Participation rate | 73.6% | 26.3%+47.3pp | 55.0%+18.7pp | 66.0%+7.7pp |
| Annual return | 19.79% | 50.42%-30.6pp | 528.60%-508.8pp | 31.51%-11.7pp |
| Employer contribution / active EE | $0 | $436-100.0% | $932-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $862 | $848+1.7% | $1,826-52.8% | $4,375-80.3% |
| Admin fee / account holder | $33 | $1,879-98.2% | $2,491-98.7% | $834-96.1% |