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-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,639 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,077 | $39,038-81.9% | $98,755-92.8% | $86,799-91.8% |
| Participation rate | 10.6% | 68.2%-57.6pp | 65.7%-55.2pp | 72.3%-61.7pp |
| Annual return | 64.28% | 25.86%+38.4pp | 49.91%+14.4pp | 97.91%-33.6pp |
| Employer contribution / active EE | $0 | $1,231-100.0% | $2,067-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $390 | $2,581-84.9% | $3,035-87.2% | $4,131-90.6% |
| Admin fee / account holder | $56 | $126-55.3% | $4,076-98.6% | $170-66.9% |