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 8-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 | $815 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,854 | $63,442-48.2% | $68,791-52.2% | $66,914-50.9% |
| Participation rate | 59.2% | 60.0%-0.8pp | 69.0%-9.9pp | 69.8%-10.6pp |
| Annual return | -0.14% | -8.29%+8.1pp | -6.38%+6.2pp | 1.58%-1.7pp |
| Employer contribution / active EE | $1,620 | $1,775-8.7% | $2,655-39.0% | $2,544-36.3% |
| Participant deferral / active EE | $3,953 | $2,945+34.2% | $3,941+0.3% | $4,237-6.7% |
| Admin fee / account holder | $43 | $577-92.5% | $4,932-99.1% | $593-92.7% |