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.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $92,556 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $763 | $53,136-98.6% | $155,509-99.5% | $199,593-99.6% |
| Participation rate | 36.2% | 64.1%-27.9pp | 78.2%-42.0pp | 72.0%-35.8pp |
| Annual return | 0.00% | 41.15%-41.1pp | 64.67%-64.7pp | 34.25%-34.3pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $325 | $3,161-89.7% | $5,626-94.2% | $5,087-93.6% |
| Admin fee / account holder | $59 | $185-68.4% | $15,912-99.6% | $269-78.2% |