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 8-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 | $11,059 |
Annual investment return 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 | $10,800 | $65,061-83.4% | $143,757-92.5% | $66,914-83.9% |
| Participation rate | 93.9% | 65.2%+28.7pp | 80.3%+13.6pp | 69.8%+24.1pp |
| Annual return | -18.25% | -11.14%-7.1pp | -0.04%-18.2pp | 1.58%-19.8pp |
| Employer contribution / active EE | $1,509 | $2,361-36.1% | $4,951-69.5% | $2,544-40.7% |
| Participant deferral / active EE | $3,806 | $2,919+30.4% | $5,637-32.5% | $4,237-10.2% |
| Admin fee / account holder | $58 | $502-88.5% | $14,673-99.6% | $593-90.2% |