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-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,304 |
APFS WEALTH MANAGEMENT1 year Filed as: APFS WEALTH MANAGEMENT INC. Service code 15 · EIN 45-2656077 | Recordkeeping | $15,372 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,525 | $50,815-69.4% | $155,509-90.0% | $77,643-80.0% |
| Participation rate | 60.6% | 63.1%-2.5pp | 78.2%-17.6pp | 70.6%-10.0pp |
| Annual return | 26.58% | 34.80%-8.2pp | 64.67%-38.1pp | 31.24%-4.7pp |
| Employer contribution / active EE | $707 | $1,993-64.5% | $4,672-84.9% | $2,726-74.0% |
| Participant deferral / active EE | $1,933 | $2,822-31.5% | $5,626-65.6% | $4,647-58.4% |
| Admin fee / account holder | $160 | $437-63.3% | $15,912-99.0% | $430-62.7% |