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 | $6,676 |
ADP BROKER-DEALER2 years 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 | $40,526 | $59,417-31.8% | $93,606-56.7% | $74,495-45.6% |
| Participation rate | 50.5% | 59.7%-9.2pp | 68.7%-18.2pp | 67.2%-16.7pp |
| Annual return | 13.06% | 81.83%-68.8pp | 133.20%-120.1pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $489 | $1,264-61.3% | $2,420-79.8% | $2,623-81.4% |
| Participant deferral / active EE | $1,499 | $3,050-50.9% | $4,411-66.0% | $4,346-65.5% |
| Admin fee / account holder | $53 | $3,021-98.2% | $8,285-99.4% | $1,942-97.2% |