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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,225 |
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 | $13,428 | $48,335-72.2% | $121,098-88.9% | $71,457-81.2% |
| Participation rate | 94.3% | 54.3%+40.1pp | 69.5%+24.9pp | 67.9%+26.4pp |
| Annual return | 45.79% | 23.32%+22.5pp | 985.75%-940.0pp | 28.85%+16.9pp |
| Employer contribution / active EE | $0 | $1,489-100.0% | $4,164-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $6,801 | $2,754+146.9% | $4,080+66.7% | $4,289+58.6% |
| Admin fee / account holder | $31 | $1,841-98.3% | $5,644-99.5% | $1,587-98.1% |