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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $95,238 |
401K ADVISORS INC1 year Service code 15 · EIN 33-0905143 | Recordkeeping | $10,967 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,912 | $65,241-94.0% | $126,539-96.9% | $85,563-95.4% |
| Participation rate | 66.8% | 48.6%+18.2pp | 69.8%-3.0pp | 66.0%+0.9pp |
| Annual return | 13.95% | 42.19%-28.2pp | 425.95%-412.0pp | 31.51%-17.6pp |
| Employer contribution / active EE | $0 | $1,937-100.0% | $3,674-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $948 | $3,032-68.7% | $4,083-76.8% | $4,375-78.3% |
| Admin fee / account holder | $157 | $1,031-84.8% | $6,065-97.4% | $834-81.2% |