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 | $30,693 |
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).
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 | $11,084 | $39,948-72.3% | $89,391-87.6% | $73,409-84.9% |
| Participation rate | 28.5% | 50.4%-21.9pp | 68.0%-39.4pp | 72.2%-43.6pp |
| Annual return | 69.51% | 50.12%+19.4pp | 245.62%-176.1pp | 59.29%+10.2pp |
| Employer contribution / active EE | $221 | $1,200-81.6% | $2,586-91.5% | $2,234-90.1% |
| Participant deferral / active EE | $1,199 | $2,193-45.3% | $3,890-69.2% | $3,805-68.5% |
| Admin fee / account holder | $179 | $134+33.7% | $4,881-96.3% | $158+13.7% |