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 3-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+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,430 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $5,383 | $30,086-82.1% | $61,373-91.2% | $64,808-91.7% |
| Participation rate | 14.6% | 36.4%-21.7pp | 52.6%-37.9pp | 71.5%-56.8pp |
| Annual return | 0.00% | -13.99%+14.0pp | 338.61%-338.6pp | 32.82%-32.8pp |
| Employer contribution / active EE | $279 | $536-48.0% | $1,159-75.9% | $2,506-88.9% |
| Participant deferral / active EE | $467 | $1,126-58.5% | $2,125-78.0% | $4,310-89.2% |
| Admin fee / account holder | $10 | $148-93.1% | $2,130-99.5% | $188-94.5% |