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 4-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 | $6,965 |
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 | $2,688 | $106,028-97.5% | $146,958-98.2% | $77,643-96.5% |
| Participation rate | 84.5% | 78.4%+6.1pp | 82.2%+2.3pp | 70.6%+13.9pp |
| Annual return | 26.30% | 56.73%-30.4pp | 418.34%-392.0pp | 31.24%-4.9pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,053 | $7,990-86.8% | $8,070-87.0% | $4,647-77.3% |
| Admin fee / account holder | $20 | $337-94.1% | $12,998-99.8% | $430-95.4% |