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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,301 |
ADP BROKER-DEALER5 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 | $7,070 | $58,926-88.0% | $97,226-92.7% | $74,495-90.5% |
| Participation rate | 78.2% | 63.5%+14.7pp | 72.7%+5.5pp | 67.2%+11.0pp |
| Annual return | 19.23% | 16.04%+3.2pp | 75.13%-55.9pp | 1364.94%-1345.7pp |
| Employer contribution / active EE | $987 | $1,894-47.9% | $2,729-63.8% | $2,623-62.4% |
| Participant deferral / active EE | $1,426 | $3,664-61.1% | $4,264-66.6% | $4,346-67.2% |
| Admin fee / account holder | $58 | $1,974-97.1% | $5,654-99.0% | $1,942-97.0% |