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 7-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 | $9,575 |
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 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 | $1,779 | $48,592-96.3% | $185,823-99.0% | $90,288-98.0% |
| Participation rate | 77.0% | 66.2%+10.8pp | 78.0%-1.0pp | 73.4%+3.7pp |
| Annual return | 30.12% | 68.51%-38.4pp | 35.95%-5.8pp | 53.97%-23.8pp |
| Employer contribution / active EE | $0 | $1,389-100.0% | $4,087-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $1,019 | $3,463-70.6% | $5,632-81.9% | $4,232-75.9% |
| Admin fee / account holder | $8 | $77-89.4% | $9,500-99.9% | $114-92.8% |