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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $455 |
ADP BROKER-DEALER2 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $41,051 | $71,192-42.3% | $117,854-65.2% | $62,292-34.1% |
| Participation rate | 36.8% | 74.2%-37.4pp | 79.7%-42.8pp | 69.5%-32.7pp |
| Annual return | 15.98% | 18.66%-2.7pp | 335.08%-319.1pp | 28.90%-12.9pp |
| Employer contribution / active EE | $701 | $1,934-63.7% | $3,786-81.5% | $2,042-65.7% |
| Participant deferral / active EE | $1,240 | $3,189-61.1% | $4,482-72.3% | $3,169-60.9% |
| Admin fee / account holder | $6 | $587-98.9% | $8,020-99.9% | $479-98.7% |