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 | $5,223 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $37,544 | $45,031-16.6% | $85,009-55.8% | $77,671-51.7% |
| Participation rate | 27.8% | 48.7%-20.9pp | 67.5%-39.7pp | 70.6%-42.8pp |
| Annual return | 18.11% | 79.22%-61.1pp | 66.47%-48.4pp | 31.21%-13.1pp |
| Employer contribution / active EE | $1,235 | $1,609-23.3% | $2,728-54.8% | $2,726-54.7% |
| Participant deferral / active EE | $2,014 | $2,807-28.3% | $4,522-55.5% | $4,648-56.7% |
| Admin fee / account holder | $36 | $912-96.1% | $6,153-99.4% | $430-91.7% |