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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,429 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $21,116 | $63,442-66.7% | $68,791-69.3% | $66,914-68.4% |
| Participation rate | 54.0% | 60.0%-6.0pp | 69.0%-15.0pp | 69.8%-15.8pp |
| Annual return | -18.15% | -8.29%-9.9pp | -6.38%-11.8pp | 1.58%-19.7pp |
| Employer contribution / active EE | $2,800 | $1,775+57.8% | $2,655+5.5% | $2,544+10.1% |
| Participant deferral / active EE | $5,942 | $2,945+101.8% | $3,941+50.8% | $4,237+40.3% |
| Admin fee / account holder | $20 | $577-96.5% | $4,932-99.6% | $593-96.6% |