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 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,102 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,583 | $35,986-92.8% | $77,482-96.7% | $73,488-96.5% |
| Participation rate | 92.1% | 40.8%+51.3pp | 54.2%+37.9pp | 70.7%+21.4pp |
| Annual return | 135.13% | 19.26%+115.9pp | 54.79%+80.3pp | 28.51%+106.6pp |
| Employer contribution / active EE | $783 | $557+40.5% | $986-20.6% | $2,270-65.5% |
| Participant deferral / active EE | $1,337 | $1,198+11.6% | $1,861-28.2% | $3,740-64.2% |
| Admin fee / account holder | $11 | $466-97.6% | $2,858-99.6% | $513-97.9% |