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.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,934 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant 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 | $528 | $58,778-99.1% | $129,295-99.6% | $77,671-99.3% |
| Participation rate | 73.2% | 59.2%+14.0pp | 69.6%+3.6pp | 70.6%+2.6pp |
| Annual return | 14.03% | 24.73%-10.7pp | 9429.28%-9415.2pp | 31.21%-17.2pp |
| Employer contribution / active EE | $0 | $1,952-100.0% | $4,157-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $322 | $3,212-90.0% | $4,169-92.3% | $4,648-93.1% |
| Admin fee / account holder | $16 | $589-97.2% | $7,665-99.8% | $430-96.2% |