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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,690 |
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 | $25,277 | $101,499-75.1% | $147,005-82.8% | $74,546-66.1% |
| Participation rate | 75.2% | 75.5%-0.3pp | 82.2%-7.0pp | 67.2%+8.0pp |
| Annual return | 23.54% | 8732.34%-8708.8pp | 418.76%-395.2pp | 1366.03%-1342.5pp |
| Employer contribution / active EE | $1,097 | $3,811-71.2% | $4,934-77.8% | $2,624-58.2% |
| Participant deferral / active EE | $4,035 | $7,304-44.8% | $8,070-50.0% | $4,347-7.2% |
| Admin fee / account holder | $23 | $1,748-98.7% | $13,006-99.8% | $1,944-98.8% |