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 7-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 | $900 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $552 | $20,316-97.3% | $66,042-99.2% | $74,304-99.3% |
| Participation rate | 85.4% | 62.8%+22.7pp | 67.5%+17.9pp | 60.3%+25.1pp |
| Annual return | 0.00% | 28.10%-28.1pp | 52.11%-52.1pp | 29.43%-29.4pp |
| Employer contribution / active EE | $250 | $745-66.4% | $1,579-84.2% | $2,241-88.9% |
| Participant deferral / active EE | $275 | $1,615-82.9% | $2,835-90.3% | $3,767-92.7% |
| Admin fee / account holder | $3 | $1,668-99.8% | $5,747-99.9% | $2,969-99.9% |