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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,238 |
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 | $2,060 | $47,722-95.7% | $82,719-97.5% | $64,808-96.8% |
| Participation rate | 83.0% | 67.6%+15.3pp | 72.6%+10.4pp | 71.5%+11.5pp |
| Annual return | 32.45% | -13.05%+45.5pp | 701.18%-668.7pp | 32.82%-0.4pp |
| Employer contribution / active EE | $296 | $2,179-86.4% | $3,009-90.2% | $2,506-88.2% |
| Participant deferral / active EE | $1,392 | $3,329-58.2% | $4,395-68.3% | $4,310-67.7% |
| Admin fee / account holder | $12 | $143-91.9% | $5,329-99.8% | $188-93.8% |