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 8-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 | $5,790 |
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 | $12,747 | $64,119-80.1% | $112,228-88.6% | $66,914-81.0% |
| Participation rate | 39.7% | 68.5%-28.8pp | 75.1%-35.4pp | 69.8%-30.1pp |
| Annual return | -19.08% | -13.81%-5.3pp | 27.45%-46.5pp | 1.58%-20.7pp |
| Employer contribution / active EE | $960 | $3,005-68.0% | $3,635-73.6% | $2,544-62.3% |
| Participant deferral / active EE | $1,803 | $3,693-51.2% | $4,728-61.9% | $4,237-57.4% |
| Admin fee / account holder | $89 | $625-85.8% | $6,410-98.6% | $593-85.0% |