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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $595 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,908 | $44,221-66.3% | $121,196-87.7% | $56,287-73.5% |
| Participation rate | 26.2% | 61.1%-34.8pp | 71.7%-45.5pp | 69.9%-43.6pp |
| Annual return | 5.68% | -3.58%+9.3pp | 16.93%-11.3pp | -9.96%+15.6pp |
| Employer contribution / active EE | $460 | $1,480-68.9% | $4,022-88.6% | $2,111-78.2% |
| Participant deferral / active EE | $853 | $2,521-66.2% | $3,344-74.5% | $3,350-74.5% |
| Admin fee / account holder | $6 | $480-98.7% | $5,019-99.9% | $521-98.8% |