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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,658 |
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 | $20,318 | $65,561-69.0% | $91,541-77.8% | $74,304-72.7% |
| Participation rate | 94.1% | 56.6%+37.5pp | 69.8%+24.3pp | 60.3%+33.7pp |
| Annual return | 15.98% | 17.68%-1.7pp | 20.50%-4.5pp | 29.43%-13.4pp |
| Employer contribution / active EE | $1,553 | $1,717-9.6% | $2,505-38.0% | $2,241-30.7% |
| Participant deferral / active EE | $3,652 | $2,918+25.1% | $4,008-8.9% | $3,767-3.1% |
| Admin fee / account holder | $89 | $3,333-97.3% | $6,956-98.7% | $2,969-97.0% |