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.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,390 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $2,409 | $45,031-94.7% | $85,009-97.2% | $77,671-96.9% |
| Participation rate | 53.0% | 48.7%+4.3pp | 67.5%-14.5pp | 70.6%-17.6pp |
| Annual return | 0.00% | 79.22%-79.2pp | 66.47%-66.5pp | 31.21%-31.2pp |
| Employer contribution / active EE | $383 | $1,609-76.2% | $2,728-86.0% | $2,726-86.0% |
| Participant deferral / active EE | $1,244 | $2,807-55.7% | $4,522-72.5% | $4,648-73.2% |
| Admin fee / account holder | $15 | $912-98.3% | $6,153-99.8% | $430-96.5% |