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 | $87,870-62.9% | $113,168-71.2% | $74,304-56.2% |
| Participation rate | 90.3% | 70.7%+19.6pp | 76.6%+13.8pp | 60.3%+30.0pp |
| Annual return | 19.56% | 26.44%-6.9pp | 24.27%-4.7pp | 29.43%-9.9pp |
| Employer contribution / active EE | $2,534 | $2,277+11.3% | $2,975-14.8% | $2,241+13.1% |
| Participant deferral / active EE | $4,020 | $4,241-5.2% | $5,107-21.3% | $3,767+6.7% |
| Admin fee / account holder | $164 | $3,368-95.1% | $12,068-98.6% | $2,969-94.5% |