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 4-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 | $15,101 |
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 | $8,035 | $58,923-86.4% | $97,167-91.7% | $74,546-89.2% |
| Participation rate | 68.2% | 63.6%+4.6pp | 72.7%-4.5pp | 67.2%+1.0pp |
| Annual return | 12.38% | 16.04%-3.7pp | 75.27%-62.9pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $456 | $1,894-75.9% | $2,729-83.3% | $2,624-82.6% |
| Participant deferral / active EE | $2,461 | $3,664-32.8% | $4,264-42.3% | $4,347-43.4% |
| Admin fee / account holder | $111 | $1,974-94.4% | $5,650-98.0% | $1,944-94.3% |