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 4-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 | $30,185 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,712 | $65,061-69.7% | $143,757-86.3% | $66,914-70.5% |
| Participation rate | 49.2% | 65.2%-15.9pp | 80.3%-31.1pp | 69.8%-20.6pp |
| Annual return | 11.92% | -11.14%+23.1pp | -0.04%+12.0pp | 1.58%+10.3pp |
| Employer contribution / active EE | $2,194 | $2,361-7.1% | $4,951-55.7% | $2,544-13.8% |
| Participant deferral / active EE | $4,245 | $2,919+45.4% | $5,637-24.7% | $4,237+0.2% |
| Admin fee / account holder | $194 | $502-61.4% | $14,673-98.7% | $593-67.4% |