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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,569 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,124 | $58,290-96.4% | $98,442-97.8% | $86,799-97.6% |
| Participation rate | 74.6% | 68.3%+6.3pp | 73.3%+1.3pp | 72.3%+2.3pp |
| Annual return | 18.35% | 43.48%-25.1pp | 1492.73%-1474.4pp | 97.91%-79.6pp |
| Employer contribution / active EE | $262 | $2,008-87.0% | $2,960-91.2% | $2,405-89.1% |
| Participant deferral / active EE | $1,282 | $3,152-59.3% | $4,276-70.0% | $4,131-69.0% |
| Admin fee / account holder | $14 | $138-89.7% | $5,949-99.8% | $170-91.6% |