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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,007 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,492 | $55,415-82.9% | $155,509-93.9% | $74,495-87.3% |
| Participation rate | 66.8% | 61.9%+4.9pp | 78.2%-11.3pp | 67.2%-0.4pp |
| Annual return | 11.45% | 268.50%-257.0pp | 64.67%-53.2pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $664 | $2,267-70.7% | $4,672-85.8% | $2,623-74.7% |
| Participant deferral / active EE | $1,246 | $2,836-56.1% | $5,626-77.8% | $4,346-71.3% |
| Admin fee / account holder | $88 | $1,738-94.9% | $15,912-99.4% | $1,942-95.4% |