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-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,524 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $6,377 | $26,114-75.6% | $58,482-89.1% | $74,419-91.4% |
| Participation rate | 7.9% | 32.1%-24.2pp | 50.9%-42.9pp | 70.7%-62.8pp |
| Annual return | 25.20% | 32.51%-7.3pp | 4239.32%-4214.1pp | 34.38%-9.2pp |
| Employer contribution / active EE | $240 | $536-55.1% | $1,053-77.2% | $2,637-90.9% |
| Participant deferral / active EE | $377 | $1,075-64.9% | $1,924-80.4% | $4,528-91.7% |
| Admin fee / account holder | $60 | $649-90.7% | $2,516-97.6% | $348-82.7% |