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 | $751 |
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 | $3,280 | $77,899-95.8% | $149,673-97.8% | $75,163-95.6% |
| Participation rate | 78.9% | 65.6%+13.4pp | 78.8%+0.2pp | 67.2%+11.8pp |
| Annual return | 16.16% | 31.72%-15.6pp | 134.42%-118.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,007 | $3,137-67.9% | $4,818-79.1% | $2,670-62.3% |
| Participant deferral / active EE | $1,794 | $3,411-47.4% | $5,680-68.4% | $4,125-56.5% |
| Admin fee / account holder | $6 | $5,956-99.9% | $13,210-100.0% | $5,651-99.9% |