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 6-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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,738 |
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 | $16,172 | $64,119-74.8% | $112,228-85.6% | $66,914-75.8% |
| Participation rate | 95.1% | 68.5%+26.6pp | 75.1%+20.0pp | 69.8%+25.3pp |
| Annual return | -12.44% | -13.81%+1.4pp | 27.45%-39.9pp | 1.58%-14.0pp |
| Employer contribution / active EE | $2,148 | $3,005-28.5% | $3,635-40.9% | $2,544-15.6% |
| Participant deferral / active EE | $3,665 | $3,693-0.8% | $4,728-22.5% | $4,237-13.5% |
| Admin fee / account holder | $78 | $625-87.4% | $6,410-98.8% | $593-86.8% |