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 10-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 | $4,071 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $10,800 | $88,083-87.7% | $164,813-93.4% | $74,495-85.5% |
| Participation rate | 97.2% | 73.0%+24.1pp | 78.6%+18.6pp | 67.2%+30.0pp |
| Annual return | 15.44% | 17.26%-1.8pp | 69.93%-54.5pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $3,266 | $2,593+25.9% | $4,341-24.8% | $2,623+24.5% |
| Participant deferral / active EE | $2,628 | $4,498-41.6% | $6,031-56.4% | $4,346-39.5% |
| Admin fee / account holder | $12 | $2,234-99.5% | $12,690-99.9% | $1,942-99.4% |