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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,297 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $6,773 | $65,322-89.6% | $70,449-90.4% | $73,488-90.8% |
| Participation rate | 83.3% | 77.0%+6.4pp | 75.1%+8.3pp | 70.7%+12.7pp |
| Annual return | 15.41% | 15.71%-0.3pp | 109.03%-93.6pp | 28.51%-13.1pp |
| Employer contribution / active EE | $208 | $2,460-91.5% | $2,737-92.4% | $2,270-90.8% |
| Participant deferral / active EE | $1,823 | $3,375-46.0% | $3,709-50.9% | $3,740-51.3% |
| Admin fee / account holder | $54 | $214-74.7% | $3,845-98.6% | $513-89.5% |