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 6-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 | $385 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $8,815 | $77,660-88.6% | $109,143-91.9% | $79,386-88.9% |
| Participation rate | 34.5% | 67.8%-33.3pp | 75.9%-41.4pp | 70.7%-36.3pp |
| Annual return | 18.02% | 23.44%-5.4pp | 25.75%-7.7pp | 116.85%-98.8pp |
| Employer contribution / active EE | $691 | $2,797-75.3% | $3,722-81.4% | $2,427-71.5% |
| Participant deferral / active EE | $853 | $3,518-75.8% | $4,653-81.7% | $4,046-78.9% |
| Admin fee / account holder | $26 | $732-96.5% | $6,752-99.6% | $626-95.9% |