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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,364 |
ADP BROKER-DEALER9+ 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.
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 | $25,136 | $61,272-59.0% | $149,673-83.2% | $71,457-64.8% |
| Participation rate | 40.9% | 62.5%-21.6pp | 78.8%-37.9pp | 67.9%-27.0pp |
| Annual return | 17.05% | 35.85%-18.8pp | 134.42%-117.4pp | 28.85%-11.8pp |
| Employer contribution / active EE | $621 | $2,378-73.9% | $4,818-87.1% | $2,588-76.0% |
| Participant deferral / active EE | $2,512 | $2,917-13.9% | $5,680-55.8% | $4,289-41.4% |
| Admin fee / account holder | $107 | $1,261-91.5% | $13,210-99.2% | $1,587-93.2% |