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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,645 |
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,192 | $59,159-94.6% | $159,960-98.0% | $66,914-95.2% |
| Participation rate | 86.7% | 68.1%+18.6pp | 78.0%+8.7pp | 69.8%+16.9pp |
| Annual return | -28.65% | -12.26%-16.4pp | 408.60%-437.3pp | 1.58%-30.2pp |
| Employer contribution / active EE | $0 | $1,983-100.0% | $4,226-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,430 | $4,395-44.7% | $6,182-60.7% | $4,237-42.6% |
| Admin fee / account holder | $28 | $591-95.3% | $8,698-99.7% | $593-95.3% |