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 3-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 | $11,233 |
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 | $2,143 | $29,546-92.7% | $56,441-96.2% | $77,671-97.2% |
| Participation rate | 80.4% | 32.7%+47.8pp | 52.5%+27.9pp | 70.6%+9.9pp |
| Annual return | 13.54% | 19.01%-5.5pp | 1704.21%-1690.7pp | 31.21%-17.7pp |
| Employer contribution / active EE | $147 | $568-74.1% | $1,039-85.8% | $2,726-94.6% |
| Participant deferral / active EE | $946 | $1,061-10.9% | $1,953-51.6% | $4,648-79.7% |
| Admin fee / account holder | $47 | $1,046-95.5% | $2,829-98.3% | $430-89.0% |