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 3-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+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,682 |
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 | $3,095 | $30,086-89.7% | $61,373-95.0% | $64,808-95.2% |
| Participation rate | 11.9% | 36.4%-24.4pp | 52.6%-40.6pp | 71.5%-59.5pp |
| Annual return | 0.00% | -13.99%+14.0pp | 338.61%-338.6pp | 32.82%-32.8pp |
| Employer contribution / active EE | $191 | $536-64.3% | $1,159-83.5% | $2,506-92.4% |
| Participant deferral / active EE | $278 | $1,126-75.3% | $2,125-86.9% | $4,310-93.6% |
| Admin fee / account holder | $36 | $148-75.6% | $2,130-98.3% | $188-80.8% |