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 6-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-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $96 |
Participant contribution per participant 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $547 | $31,679-98.3% | $74,701-99.3% | $65,185-99.2% |
| Participation rate | 91.3% | 40.4%+51.0pp | 54.5%+36.9pp | 70.2%+21.1pp |
| Annual return | 0.00% | 39.04%-39.0pp | 752.92%-752.9pp | 29.38%-29.4pp |
| Employer contribution / active EE | $192 | $566-66.2% | $1,084-82.3% | $2,177-91.2% |
| Participant deferral / active EE | $326 | $1,191-72.6% | $1,964-83.4% | $3,514-90.7% |
| Admin fee / account holder | $1 | $379-99.8% | $3,333-100.0% | $847-99.9% |