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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,559 |
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 | $19,775 | $76,670-74.2% | $96,683-79.5% | $71,457-72.3% |
| Participation rate | 93.4% | 66.6%+26.8pp | 74.3%+19.1pp | 67.9%+25.5pp |
| Annual return | 13.20% | 48.29%-35.1pp | 35.69%-22.5pp | 28.85%-15.6pp |
| Employer contribution / active EE | $2,440 | $3,031-19.5% | $3,737-34.7% | $2,588-5.7% |
| Participant deferral / active EE | $4,050 | $3,771+7.4% | $4,878-17.0% | $4,289-5.6% |
| Admin fee / account holder | $102 | $2,028-95.0% | $6,730-98.5% | $1,587-93.6% |