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 | $8,991 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,812 | $50,082-52.5% | $93,406-74.5% | $79,858-70.2% |
| Participation rate | 47.3% | 60.9%-13.6pp | 66.8%-19.5pp | 69.6%-22.4pp |
| Annual return | 8.19% | 24.59%-16.4pp | 78.05%-69.9pp | 31.71%-23.5pp |
| Employer contribution / active EE | $1,696 | $1,303+30.1% | $2,075-18.3% | $2,471-31.4% |
| Participant deferral / active EE | $2,185 | $2,212-1.2% | $3,126-30.1% | $3,740-41.6% |
| Admin fee / account holder | $102 | $3,454-97.0% | $5,230-98.0% | $5,306-98.1% |