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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,390 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $27,507 |
ADP BROKER-DEALER4 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.
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 | $28,122 | $95,274-70.5% | $135,903-79.3% | $74,419-62.2% |
| Participation rate | 47.2% | 78.2%-31.0pp | 81.9%-34.7pp | 70.7%-23.5pp |
| Annual return | 33.91% | 32.77%+1.1pp | 68.23%-34.3pp | 34.38%-0.5pp |
| Employer contribution / active EE | $1,937 | $3,874-50.0% | $4,856-60.1% | $2,637-26.6% |
| Participant deferral / active EE | $4,019 | $7,782-48.3% | $7,758-48.2% | $4,528-11.2% |
| Admin fee / account holder | $220 | $266-17.2% | $10,762-98.0% | $348-36.7% |