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 10-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 | $854 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,563 | $66,813-31.8% | $100,516-54.7% | $73,488-38.0% |
| Participation rate | 39.0% | 77.5%-38.4pp | 79.4%-40.4pp | 70.7%-31.7pp |
| Annual return | 16.88% | 25.70%-8.8pp | 30.89%-14.0pp | 28.51%-11.6pp |
| Employer contribution / active EE | $9 | $2,147-99.6% | $3,418-99.7% | $2,270-99.6% |
| Participant deferral / active EE | $3,218 | $5,883-45.3% | $6,270-48.7% | $3,740-13.9% |
| Admin fee / account holder | $13 | $512-97.5% | $8,081-99.8% | $513-97.5% |