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 5-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 | $3,071 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,983 | $93,571-90.4% | $135,903-93.4% | $75,163-88.0% |
| Participation rate | 98.9% | 75.2%+23.7pp | 81.9%+17.0pp | 67.2%+31.7pp |
| Annual return | 26.66% | 30.90%-4.2pp | 68.23%-41.6pp | 160.62%-134.0pp |
| Employer contribution / active EE | $1,722 | $3,537-51.3% | $4,856-64.5% | $2,670-35.5% |
| Participant deferral / active EE | $2,595 | $6,404-59.5% | $7,758-66.6% | $4,125-37.1% |
| Admin fee / account holder | $28 | $6,975-99.6% | $10,762-99.7% | $5,651-99.5% |