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 | $1,105 |
ADP BROKER-DEALER2 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.
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 | $23,501 | $91,552-74.3% | $133,956-82.5% | $79,858-70.6% |
| Participation rate | 53.8% | 73.3%-19.6pp | 79.8%-26.1pp | 69.6%-15.9pp |
| Annual return | 20.36% | 61.85%-41.5pp | 45.09%-24.7pp | 31.71%-11.4pp |
| Employer contribution / active EE | $726 | $2,384-69.5% | $3,919-81.5% | $2,471-70.6% |
| Participant deferral / active EE | $2,611 | $3,733-30.1% | $5,048-48.3% | $3,740-30.2% |
| Admin fee / account holder | $13 | $6,321-99.8% | $8,927-99.9% | $5,306-99.8% |