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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,607 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,616 | $100,923-81.6% | $150,045-87.6% | $74,304-74.9% |
| Participation rate | 98.1% | 70.1%+28.0pp | 82.3%+15.8pp | 60.3%+37.7pp |
| Annual return | 20.17% | 51.77%-31.6pp | 62.55%-42.4pp | 29.43%-9.3pp |
| Employer contribution / active EE | $1,802 | $3,463-48.0% | $4,693-61.6% | $2,241-19.6% |
| Participant deferral / active EE | $3,198 | $6,709-52.3% | $7,997-60.0% | $3,767-15.1% |
| Admin fee / account holder | $23 | $2,767-99.2% | $13,435-99.8% | $2,969-99.2% |