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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,269 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $17,694 | $59,159-70.1% | $159,960-88.9% | $66,914-73.6% |
| Participation rate | 31.9% | 68.1%-36.2pp | 78.0%-46.1pp | 69.8%-37.9pp |
| Annual return | -14.29% | -12.26%-2.0pp | 408.60%-422.9pp | 1.58%-15.9pp |
| Employer contribution / active EE | $0 | $1,983-100.0% | $4,226-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,491 | $4,395-43.3% | $6,182-59.7% | $4,237-41.2% |
| Admin fee / account holder | $220 | $591-62.8% | $8,698-97.5% | $593-62.9% |