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-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,516 |
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 | $733 | $26,549-97.2% | $61,373-98.8% | $66,914-98.9% |
| Participation rate | 53.4% | 38.1%+15.3pp | 52.6%+0.9pp | 69.8%-16.4pp |
| Annual return | 0.00% | -16.21%+16.2pp | 338.61%-338.6pp | 1.58%-1.6pp |
| Employer contribution / active EE | $283 | $651-56.6% | $1,159-75.6% | $2,544-88.9% |
| Participant deferral / active EE | $365 | $1,338-72.7% | $2,125-82.8% | $4,237-91.4% |
| Admin fee / account holder | $106 | $409-74.1% | $2,130-95.0% | $593-82.2% |