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 | $61,058-85.5% | $71,209-87.6% | $85,563-89.7% |
| Participation rate | 21.0% | 58.6%-37.6pp | 73.8%-52.8pp | 66.0%-45.0pp |
| Annual return | 0.00% | 100.41%-100.4pp | 282.51%-282.5pp | 31.51%-31.5pp |
| Employer contribution / active EE | $533 | $2,199-75.8% | $2,721-80.4% | $2,654-79.9% |
| Participant deferral / active EE | $790 | $3,173-75.1% | $4,175-81.1% | $4,375-82.0% |
| Admin fee / account holder | $299 | $855-65.1% | $5,349-94.4% | $834-64.2% |