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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,709 |
ADP BROKER-DEALER10+ 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 | $9,683 | $55,415-82.5% | $155,509-93.8% | $74,495-87.0% |
| Participation rate | 97.0% | 61.9%+35.1pp | 78.2%+18.8pp | 67.2%+29.8pp |
| Annual return | 13.27% | 268.50%-255.2pp | 64.67%-51.4pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $958 | $2,267-57.7% | $4,672-79.5% | $2,623-63.5% |
| Participant deferral / active EE | $2,532 | $2,836-10.7% | $5,626-55.0% | $4,346-41.7% |
| Admin fee / account holder | $28 | $1,738-98.4% | $15,912-99.8% | $1,942-98.6% |