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 9-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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,197 |
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 | $6,773 | $61,058-88.9% | $71,209-90.5% | $85,563-92.1% |
| Participation rate | 71.4% | 58.6%+12.9pp | 73.8%-2.3pp | 66.0%+5.5pp |
| Annual return | 12.67% | 100.41%-87.7pp | 282.51%-269.8pp | 31.51%-18.8pp |
| Employer contribution / active EE | $0 | $2,199-100.0% | $2,721-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,190 | $3,173-62.5% | $4,175-71.5% | $4,375-72.8% |
| Admin fee / account holder | $153 | $855-82.1% | $5,349-97.1% | $834-81.6% |