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 9-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 | $760 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer 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 | $16,343 | $91,407-82.1% | $135,903-88.0% | $71,457-77.1% |
| Participation rate | 76.6% | 75.7%+1.0pp | 81.9%-5.3pp | 67.9%+8.7pp |
| Annual return | 35.54% | 29.90%+5.6pp | 68.23%-32.7pp | 28.85%+6.7pp |
| Employer contribution / active EE | $887 | $3,703-76.0% | $4,856-81.7% | $2,588-65.7% |
| Participant deferral / active EE | $4,618 | $7,092-34.9% | $7,758-40.5% | $4,289+7.7% |
| Admin fee / account holder | $73 | $1,266-94.2% | $10,762-99.3% | $1,587-95.4% |