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 7-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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,811 |
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 | $17,136 | $65,561-73.9% | $91,541-81.3% | $74,304-76.9% |
| Participation rate | 93.7% | 56.6%+37.1pp | 69.8%+23.9pp | 60.3%+33.4pp |
| Annual return | 16.56% | 17.68%-1.1pp | 20.50%-3.9pp | 29.43%-12.9pp |
| Employer contribution / active EE | $1,598 | $1,717-6.9% | $2,505-36.2% | $2,241-28.7% |
| Participant deferral / active EE | $3,957 | $2,918+35.6% | $4,008-1.3% | $3,767+5.0% |
| Admin fee / account holder | $144 | $3,333-95.7% | $6,956-97.9% | $2,969-95.2% |