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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,714 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,873 | $65,241-48.1% | $126,539-73.2% | $85,563-60.4% |
| Participation rate | 19.9% | 48.6%-28.8pp | 69.8%-50.0pp | 66.0%-46.1pp |
| Annual return | 20.92% | 42.19%-21.3pp | 425.95%-405.0pp | 31.51%-10.6pp |
| Employer contribution / active EE | $391 | $1,937-79.8% | $3,674-89.3% | $2,654-85.2% |
| Participant deferral / active EE | $646 | $3,032-78.7% | $4,083-84.2% | $4,375-85.2% |
| Admin fee / account holder | $169 | $1,031-83.6% | $6,065-97.2% | $834-79.7% |