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 9-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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $290 |
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 | $4,545 | $52,953-91.4% | $172,739-97.4% | $65,185-93.0% |
| Participation rate | 29.9% | 66.2%-36.2pp | 82.6%-52.7pp | 70.2%-40.3pp |
| Annual return | 102.52% | 30.12%+72.4pp | 802.84%-700.3pp | 29.38%+73.1pp |
| Employer contribution / active EE | $425 | $2,190-80.6% | $5,143-91.7% | $2,177-80.5% |
| Participant deferral / active EE | $730 | $2,471-70.5% | $5,198-86.0% | $3,514-79.2% |
| Admin fee / account holder | $4 | $472-99.2% | $13,954-100.0% | $847-99.5% |