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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,305 |
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 | $2,520 | $65,908-96.2% | $81,812-96.9% | $77,643-96.8% |
| Participation rate | 90.3% | 65.8%+24.5pp | 72.3%+18.0pp | 70.6%+19.7pp |
| Annual return | 16.61% | 26.64%-10.0pp | 773.79%-757.2pp | 31.24%-14.6pp |
| Employer contribution / active EE | $388 | $2,370-83.6% | $2,912-86.7% | $2,726-85.8% |
| Participant deferral / active EE | $1,725 | $3,505-50.8% | $4,319-60.1% | $4,647-62.9% |
| Admin fee / account holder | $16 | $526-96.9% | $7,386-99.8% | $430-96.2% |