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 6-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+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,301 |
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 | $3,171 | $35,123-91.0% | $93,406-96.6% | $73,409-95.7% |
| Participation rate | 14.5% | 68.3%-53.8pp | 66.8%-52.3pp | 72.2%-57.7pp |
| Annual return | 40.01% | 18.89%+21.1pp | 78.05%-38.0pp | 59.29%-19.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,075-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $319 | $2,249-85.8% | $3,126-89.8% | $3,805-91.6% |
| Admin fee / account holder | $30 | $108-72.7% | $5,230-99.4% | $158-81.3% |