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 7-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 | $1,315 |
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 | $19,401 | $69,362-72.0% | $101,248-80.8% | $73,488-73.6% |
| Participation rate | 47.6% | 68.4%-20.8pp | 75.8%-28.3pp | 70.7%-23.1pp |
| Annual return | 31.48% | 18.46%+13.0pp | 46.47%-15.0pp | 28.51%+3.0pp |
| Employer contribution / active EE | $1,405 | $2,628-46.6% | $3,660-61.6% | $2,270-38.1% |
| Participant deferral / active EE | $2,141 | $3,300-35.1% | $4,370-51.0% | $3,740-42.7% |
| Admin fee / account holder | $18 | $704-97.5% | $5,945-99.7% | $513-96.5% |