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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $430 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $28,924 | $54,701-47.1% | $86,188-66.4% | $71,457-59.5% |
| Participation rate | 48.9% | 60.1%-11.2pp | 69.0%-20.0pp | 67.9%-19.0pp |
| Annual return | 14.60% | 20.06%-5.5pp | 1168.45%-1153.8pp | 28.85%-14.2pp |
| Employer contribution / active EE | $546 | $1,265-56.9% | $2,380-77.1% | $2,588-78.9% |
| Participant deferral / active EE | $1,378 | $3,108-55.7% | $3,985-65.4% | $4,289-67.9% |
| Admin fee / account holder | $74 | $1,922-96.1% | $6,852-98.9% | $1,587-95.3% |