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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,092 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $22,032 | $53,822-59.1% | $75,696-70.9% | $85,850-74.3% |
| Participation rate | 41.1% | 69.1%-28.0pp | 74.8%-33.7pp | 69.3%-28.2pp |
| Annual return | 13.58% | 24.54%-11.0pp | 104.53%-90.9pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,244 | $2,017-38.3% | $2,743-54.6% | $2,565-51.5% |
| Participant deferral / active EE | $1,927 | $2,895-33.4% | $3,821-49.6% | $3,952-51.2% |
| Admin fee / account holder | $14 | $3,343-99.6% | $3,619-99.6% | $6,260-99.8% |