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 | $39,644 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,709 | $52,670-58.8% | $90,404-76.0% | $73,409-70.4% |
| Participation rate | 24.7% | 67.7%-43.0pp | 72.7%-48.0pp | 72.2%-47.5pp |
| Annual return | 17.17% | 20.70%-3.5pp | 1293.02%-1275.8pp | 59.29%-42.1pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,262-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,281 | $2,807-54.3% | $3,963-67.7% | $3,805-66.3% |
| Admin fee / account holder | $132 | $117+13.2% | $5,611-97.6% | $158-16.3% |