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 7-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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,074 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,791 | $35,986-89.5% | $77,482-95.1% | $73,488-94.8% |
| Participation rate | 28.8% | 40.8%-12.0pp | 54.2%-25.3pp | 70.7%-41.8pp |
| Annual return | 21.02% | 19.26%+1.8pp | 54.79%-33.8pp | 28.51%-7.5pp |
| Employer contribution / active EE | $99 | $557-82.2% | $986-89.9% | $2,270-95.6% |
| Participant deferral / active EE | $484 | $1,198-59.6% | $1,861-74.0% | $3,740-87.1% |
| Admin fee / account holder | $54 | $466-88.3% | $2,858-98.1% | $513-89.4% |