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 10-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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $15,851 |
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 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 | $40,992 | $58,927-30.4% | $76,817-46.6% | $72,985-43.8% |
| Participation rate | 67.0% | 67.3%-0.3pp | 72.1%-5.1pp | 69.5%-2.5pp |
| Annual return | 17.28% | 2305.64%-2288.4pp | 1166.11%-1148.8pp | 81.00%-63.7pp |
| Employer contribution / active EE | $967 | $1,787-45.9% | $2,302-58.0% | $2,440-60.4% |
| Participant deferral / active EE | $1,584 | $2,690-41.1% | $3,336-52.5% | $3,607-56.1% |
| Admin fee / account holder | $233 | $4,013-94.2% | $6,420-96.4% | $5,124-95.5% |