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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,765 |
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 | $12,731 | $50,815-74.9% | $155,509-91.8% | $77,643-83.6% |
| Participation rate | 70.7% | 63.1%+7.6pp | 78.2%-7.5pp | 70.6%+0.1pp |
| Annual return | 47.13% | 34.80%+12.3pp | 64.67%-17.5pp | 31.24%+15.9pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,898 | $2,822+2.7% | $5,626-48.5% | $4,647-37.6% |
| Admin fee / account holder | $14 | $437-96.8% | $15,912-99.9% | $430-96.8% |