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 5-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 | $4,039 |
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 | $7,786 | $46,292-83.2% | $143,757-94.6% | $64,808-88.0% |
| Participation rate | 70.2% | 64.2%+6.0pp | 80.3%-10.1pp | 71.5%-1.2pp |
| Annual return | 10.17% | -10.05%+20.2pp | -0.04%+10.2pp | 32.82%-22.7pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,482 | $2,646-6.2% | $5,637-56.0% | $4,310-42.4% |
| Admin fee / account holder | $14 | $154-90.9% | $14,673-99.9% | $188-92.6% |