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 7-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 | $9,616 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 125 GAITHER DRIVE · MOUNT LAUREL, NJ 08054 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $17,327 | $37,393-53.7% | $77,024-77.5% | $66,914-74.1% |
| Participation rate | 20.5% | 52.9%-32.3pp | 67.9%-47.4pp | 69.8%-49.3pp |
| Annual return | -3.94% | -3.29%-0.6pp | 42.32%-46.3pp | 1.58%-5.5pp |
| Employer contribution / active EE | $452 | $1,531-70.5% | $2,812-83.9% | $2,544-82.2% |
| Participant deferral / active EE | $791 | $2,617-69.8% | $4,426-82.1% | $4,237-81.3% |
| Admin fee / account holder | $175 | $567-69.1% | $5,425-96.8% | $593-70.5% |