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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,801 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $11,577 |
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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,480 | $104,317-77.5% | $159,436-85.3% | $86,799-72.9% |
| Participation rate | 46.1% | 77.7%-31.6pp | 82.8%-36.8pp | 72.3%-26.2pp |
| Annual return | 57.32% | 26.32%+31.0pp | 263.57%-206.2pp | 97.91%-40.6pp |
| Employer contribution / active EE | $1,399 | $3,451-59.5% | $4,829-71.0% | $2,405-41.8% |
| Participant deferral / active EE | $3,115 | $6,837-54.4% | $7,352-57.6% | $4,131-24.6% |
| Admin fee / account holder | $167 | $172-3.1% | $10,799-98.5% | $170-1.5% |