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 | $5,312 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $15,563 | $81,460-80.9% | $103,333-84.9% | $80,856-80.8% |
| Participation rate | 73.2% | 66.8%+6.4pp | 74.5%-1.3pp | 67.6%+5.6pp |
| Annual return | 13.46% | 25.55%-12.1pp | 24.88%-11.4pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,099 | $3,105-32.4% | $3,868-45.7% | $2,755-23.8% |
| Participant deferral / active EE | $3,035 | $3,869-21.6% | $5,057-40.0% | $4,296-29.4% |
| Admin fee / account holder | $42 | $6,566-99.4% | $8,355-99.5% | $6,918-99.4% |