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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,809 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $4,640 | $26,549-82.5% | $61,373-92.4% | $66,914-93.1% |
| Participation rate | 82.0% | 38.1%+43.9pp | 52.6%+29.4pp | 69.8%+12.2pp |
| Annual return | -11.37% | -16.21%+4.8pp | 338.61%-350.0pp | 1.58%-13.0pp |
| Employer contribution / active EE | $990 | $651+52.0% | $1,159-14.6% | $2,544-61.1% |
| Participant deferral / active EE | $2,042 | $1,338+52.6% | $2,125-3.9% | $4,237-51.8% |
| Admin fee / account holder | $29 | $409-92.8% | $2,130-98.6% | $593-95.0% |