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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,280 |
ADP BROKER-DEALER4 years 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 | $5,983 | $49,451-87.9% | $79,550-92.5% | $66,914-91.1% |
| Participation rate | 78.9% | 61.3%+17.6pp | 69.5%+9.5pp | 69.8%+9.1pp |
| Annual return | -7.99% | 84.25%-92.2pp | 0.16%-8.2pp | 1.58%-9.6pp |
| Employer contribution / active EE | $614 | $1,266-51.5% | $2,413-74.6% | $2,544-75.9% |
| Participant deferral / active EE | $1,103 | $3,159-65.1% | $3,985-72.3% | $4,237-74.0% |
| Admin fee / account holder | $47 | $595-92.1% | $6,832-99.3% | $593-92.1% |