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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,019 |
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $17,085 |
ADP BROKER-DEALER6 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,300 | $69,823-75.2% | $77,163-77.6% | $74,419-76.8% |
| Participation rate | 42.3% | 70.0%-27.7pp | 69.6%-27.3pp | 70.7%-28.4pp |
| Annual return | 16.42% | 19.98%-3.6pp | 37.87%-21.5pp | 34.38%-18.0pp |
| Employer contribution / active EE | $742 | $2,150-65.5% | $2,535-70.7% | $2,637-71.9% |
| Participant deferral / active EE | $1,142 | $3,558-67.9% | $3,833-70.2% | $4,528-74.8% |
| Admin fee / account holder | $162 | $398-59.3% | $5,472-97.0% | $348-53.4% |