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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,785 |
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 | $9,146 | $73,360-87.5% | $177,989-94.9% | $74,495-87.7% |
| Participation rate | 85.3% | 66.6%+18.7pp | 77.1%+8.2pp | 67.2%+18.1pp |
| Annual return | 12.91% | 17.49%-4.6pp | 294.48%-281.6pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $0 | $2,216-100.0% | $3,949-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,759 | $4,513-38.9% | $6,276-56.0% | $4,346-36.5% |
| Admin fee / account holder | $61 | $1,808-96.6% | $10,363-99.4% | $1,942-96.8% |