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 3-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+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9 |
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 | $2,808 | $50,199-94.4% | $70,092-96.0% | $66,914-95.8% |
| Participation rate | 8.2% | 66.3%-58.1pp | 70.5%-62.3pp | 69.8%-61.6pp |
| Annual return | 0.00% | -13.85%+13.8pp | 190.73%-190.7pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,559-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $230 | $3,112-92.6% | $3,849-94.0% | $4,237-94.6% |
| Admin fee / account holder | $1 | $600-99.9% | $6,267-100.0% | $593-99.9% |