Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 6-year trajectory for $4.99 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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,222 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,667 | $122,239-56.9% | $184,200-71.4% | $74,546-29.3% |
| Participation rate | 61.4% | 85.5%-24.0pp | 86.8%-25.4pp | 67.2%-5.8pp |
| Annual return | 15.37% | 19.95%-4.6pp | 28.80%-13.4pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $2,601 | $4,537-42.7% | $6,424-59.5% | $2,624-0.9% |
| Participant deferral / active EE | $4,422 | $7,139-38.1% | $9,132-51.6% | $4,347+1.7% |
| Admin fee / account holder | $26 | $1,260-97.9% | $13,907-99.8% | $1,944-98.6% |