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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,812 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant 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 | $16,397 | $122,239-86.6% | $184,203-91.1% | $74,495-78.0% |
| Participation rate | 88.7% | 85.5%+3.3pp | 86.8%+1.9pp | 67.2%+21.5pp |
| Annual return | 12.46% | 19.95%-7.5pp | 28.81%-16.3pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $440 | $4,537-90.3% | $6,427-93.2% | $2,623-83.2% |
| Participant deferral / active EE | $4,304 | $7,139-39.7% | $9,131-52.9% | $4,346-1.0% |
| Admin fee / account holder | $31 | $1,260-97.6% | $13,901-99.8% | $1,942-98.4% |