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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,379 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $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 | $2,244 | $66,402-96.6% | $109,895-98.0% | $85,850-97.4% |
| Participation rate | 92.0% | 63.9%+28.1pp | 74.2%+17.8pp | 69.3%+22.7pp |
| Annual return | 17.52% | 19.59%-2.1pp | 29.45%-11.9pp | 318.53%-301.0pp |
| Employer contribution / active EE | $939 | $1,687-44.3% | $2,842-66.9% | $2,565-63.4% |
| Participant deferral / active EE | $1,478 | $2,842-48.0% | $4,048-63.5% | $3,952-62.6% |
| Admin fee / account holder | $10 | $4,557-99.8% | $6,066-99.8% | $6,260-99.8% |