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 | $2,748 |
Employer 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 | $4,680 | $55,472-91.6% | $155,567-97.0% | $74,546-93.7% |
| Participation rate | 79.9% | 61.9%+18.0pp | 78.2%+1.7pp | 67.2%+12.7pp |
| Annual return | 15.04% | 268.72%-253.7pp | 64.74%-49.7pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $202 | $2,269-91.1% | $4,674-95.7% | $2,624-92.3% |
| Participant deferral / active EE | $1,420 | $2,838-49.9% | $5,628-74.8% | $4,347-67.3% |
| Admin fee / account holder | $17 | $1,743-99.0% | $15,916-99.9% | $1,944-99.1% |