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 6-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 | $2,644 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $11,066 | $73,884-85.0% | $95,952-88.5% | - |
| Participation rate | 76.8% | 80.0%-3.2pp | 77.1%-0.3pp | - |
| Annual return | 53.58% | 11.13%+42.5pp | 91.61%-38.0pp | - |
| Employer contribution / active EE | $1,674 | $1,782-6.1% | $2,541-34.1% | - |
| Participant deferral / active EE | $2,491 | $3,914-36.4% | $4,167-40.2% | - |
| Admin fee / account holder | $60 | $4,316-98.6% | $6,795-99.1% | - |