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 5-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 | $20,198 |
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 | $10,619 | $55,472-80.9% | $155,567-93.2% | $74,546-85.8% |
| Participation rate | 87.1% | 61.9%+25.2pp | 78.2%+8.9pp | 67.2%+19.9pp |
| Annual return | 12.69% | 268.72%-256.0pp | 64.74%-52.0pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $1,394 | $2,269-38.5% | $4,674-70.2% | $2,624-46.9% |
| Participant deferral / active EE | $2,037 | $2,838-28.2% | $5,628-63.8% | $4,347-53.1% |
| Admin fee / account holder | $149 | $1,743-91.5% | $15,916-99.1% | $1,944-92.4% |