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-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,306 |
Annual investment return 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 | $1,551 | $27,915-94.4% | $58,482-97.3% | $75,163-97.9% |
| Participation rate | 76.6% | 38.8%+37.8pp | 50.9%+25.7pp | 67.2%+9.4pp |
| Annual return | 13.80% | 44.20%-30.4pp | 4239.32%-4225.5pp | 160.62%-146.8pp |
| Employer contribution / active EE | $598 | $669-10.7% | $1,053-43.3% | $2,670-77.6% |
| Participant deferral / active EE | $740 | $1,201-38.4% | $1,924-61.5% | $4,125-82.1% |
| Admin fee / account holder | $92 | $1,726-94.7% | $2,516-96.3% | $5,651-98.4% |