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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $400 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,035 | $86,332-79.1% | $125,175-85.6% | $65,185-72.3% |
| Participation rate | 57.4% | 75.3%-17.9pp | 79.8%-22.4pp | 70.2%-12.8pp |
| Annual return | 30.70% | 27.43%+3.3pp | 43.79%-13.1pp | 29.38%+1.3pp |
| Employer contribution / active EE | $672 | $2,040-67.0% | $3,865-82.6% | $2,177-69.1% |
| Participant deferral / active EE | $2,375 | $3,537-32.9% | $4,937-51.9% | $3,514-32.4% |
| Admin fee / account holder | $5 | $609-99.2% | $9,702-100.0% | $847-99.4% |