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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $99,801 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,239 | $37,317-77.9% | $77,024-89.3% | $77,904-89.4% |
| Participation rate | 30.5% | 46.9%-16.3pp | 67.9%-37.4pp | 73.7%-43.1pp |
| Annual return | -8.22% | -5.88%-2.3pp | 42.32%-50.5pp | 12.21%-20.4pp |
| Employer contribution / active EE | $215 | $1,218-82.4% | $2,812-92.4% | $2,848-92.5% |
| Participant deferral / active EE | $1,952 | $2,564-23.9% | $4,426-55.9% | $4,806-59.4% |
| Admin fee / account holder | $154 | $126+22.4% | $5,425-97.2% | $133+16.0% |