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 8-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 | $1,063 |
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 | $610 | $58,879-99.0% | $178,490-99.7% | $73,488-99.2% |
| Participation rate | 72.4% | 66.2%+6.2pp | 81.9%-9.5pp | 70.7%+1.7pp |
| Annual return | 30.00% | 24.86%+5.1pp | 151.07%-121.1pp | 28.51%+1.5pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $561 | $2,567-78.2% | $5,202-89.2% | $3,740-85.0% |
| Admin fee / account holder | $4 | $400-98.9% | $13,984-100.0% | $513-99.2% |