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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,430 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $7,382 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $20,444 | $49,915-59.0% | $154,803-86.8% | $74,304-72.5% |
| Participation rate | 45.1% | 54.0%-8.8pp | 78.1%-32.9pp | 60.3%-15.2pp |
| Annual return | 15.72% | 34.06%-18.3pp | 58.88%-43.2pp | 29.43%-13.7pp |
| Employer contribution / active EE | $1,161 | $1,611-27.9% | $4,305-73.0% | $2,241-48.2% |
| Participant deferral / active EE | $2,538 | $2,255+12.6% | $5,540-54.2% | $3,767-32.6% |
| Admin fee / account holder | $164 | $2,189-92.5% | $14,329-98.9% | $2,969-94.5% |