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 5-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,118 |
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 | $23,548 | $91,407-74.2% | $135,903-82.7% | $71,457-67.0% |
| Participation rate | 82.9% | 75.7%+7.3pp | 81.9%+1.0pp | 67.9%+15.0pp |
| Annual return | 18.69% | 29.90%-11.2pp | 68.23%-49.5pp | 28.85%-10.2pp |
| Employer contribution / active EE | $2,082 | $3,703-43.8% | $4,856-57.1% | $2,588-19.5% |
| Participant deferral / active EE | $6,882 | $7,092-3.0% | $7,758-11.3% | $4,289+60.5% |
| Admin fee / account holder | $39 | $1,266-96.9% | $10,762-99.6% | $1,587-97.5% |