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 6-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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,778 |
Annual investment return 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 | $1,516 | $60,261-97.5% | $81,783-98.1% | $74,546-98.0% |
| Participation rate | 85.5% | 62.9%+22.6pp | 72.4%+13.1pp | 67.2%+18.2pp |
| Annual return | 11.02% | 16.88%-5.9pp | 775.05%-764.0pp | 1366.03%-1355.0pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $2,913-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,036 | $3,388-69.4% | $4,320-76.0% | $4,347-76.2% |
| Admin fee / account holder | $41 | $1,482-97.3% | $7,380-99.4% | $1,944-97.9% |