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-DEALER1 year Filed as: ADP INC. Service code 15 · EIN 13-3036745 ONE ADP BOULEVARD · ROSELAND, NJ 07068 | Recordkeeping | $2,901 |
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 | $1,938 | $61,272-96.8% | $149,673-98.7% | $71,457-97.3% |
| Participation rate | 82.8% | 62.5%+20.3pp | 78.8%+4.1pp | 67.9%+14.9pp |
| Annual return | 20.88% | 35.85%-15.0pp | 134.42%-113.5pp | 28.85%-8.0pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,401 | $2,917-52.0% | $5,680-75.3% | $4,289-67.3% |
| Admin fee / account holder | $13 | $1,261-99.0% | $13,210-99.9% | $1,587-99.2% |