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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,119 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $7,077 | $40,522-82.5% | $84,611-91.6% | $67,579-89.5% |
| Participation rate | 27.8% | 51.1%-23.3pp | 68.2%-40.4pp | 71.3%-43.5pp |
| Annual return | 29.20% | 32.72%-3.5pp | 258.74%-229.5pp | 378.56%-349.4pp |
| Employer contribution / active EE | $195 | $1,146-83.0% | $2,652-92.6% | $2,148-90.9% |
| Participant deferral / active EE | $832 | $2,132-61.0% | $3,899-78.7% | $3,539-76.5% |
| Admin fee / account holder | $85 | $145-41.8% | $4,912-98.3% | $142-40.6% |