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 3-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 | $258 |
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 | $1,201 | $33,826-96.4% | $88,538-98.6% | $67,579-98.2% |
| Participation rate | 13.5% | 64.6%-51.1pp | 68.7%-55.3pp | 71.3%-57.8pp |
| Annual return | 0.00% | 68.24%-68.2pp | 43.64%-43.6pp | 378.56%-378.6pp |
| Employer contribution / active EE | $0 | $1,232-100.0% | $2,098-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $168 | $2,089-92.0% | $2,914-94.2% | $3,539-95.3% |
| Admin fee / account holder | $7 | $134-94.8% | $4,310-99.8% | $142-95.1% |