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 10-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 | $28,588 |
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 | $32,579 | $85,515-61.9% | $112,040-70.9% | $67,986-52.1% |
| Participation rate | 90.3% | 68.2%+22.1pp | 76.5%+13.8pp | 57.2%+33.1pp |
| Annual return | 19.56% | 29.68%-10.1pp | 24.52%-5.0pp | 31.67%-12.1pp |
| Employer contribution / active EE | $2,534 | $2,191+15.7% | $2,954-14.2% | $2,019+25.5% |
| Participant deferral / active EE | $4,020 | $4,014+0.2% | $5,098-21.1% | $3,358+19.7% |
| Admin fee / account holder | $164 | $3,774-95.6% | $12,098-98.6% | $3,203-94.9% |