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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,909 |
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 | $14,459 | $79,171-81.7% | $102,423-85.9% | $74,495-80.6% |
| Participation rate | 81.0% | 74.8%+6.2pp | 76.5%+4.5pp | 67.2%+13.8pp |
| Annual return | 11.94% | 54.93%-43.0pp | 29.32%-17.4pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $1,726 | $2,362-26.9% | $3,023-42.9% | $2,623-34.2% |
| Participant deferral / active EE | $3,736 | $4,415-15.4% | $5,053-26.1% | $4,346-14.0% |
| Admin fee / account holder | $177 | $2,001-91.2% | $9,451-98.1% | $1,942-90.9% |