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.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $49,710 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $8,826 | $51,878-83.0% | $68,368-87.1% | $79,634-88.9% |
| Participation rate | 21.0% | 53.7%-32.7pp | 73.8%-52.8pp | 62.5%-41.5pp |
| Annual return | 0.00% | 137.43%-137.4pp | 292.57%-292.6pp | 36.46%-36.5pp |
| Employer contribution / active EE | $533 | $1,931-72.4% | $2,649-79.9% | $2,529-78.9% |
| Participant deferral / active EE | $790 | $2,577-69.4% | $4,123-80.8% | $3,835-79.4% |
| Admin fee / account holder | $299 | $942-68.3% | $5,150-94.2% | $1,002-70.2% |