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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,363 |
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 | $6,834 | $56,503-87.9% | $70,092-90.2% | $64,808-89.5% |
| Participation rate | 74.4% | 70.5%+4.0pp | 70.5%+4.0pp | 71.5%+3.0pp |
| Annual return | -7.87% | -13.44%+5.6pp | 190.73%-198.6pp | 32.82%-40.7pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,559-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,089 | $3,389-38.4% | $3,849-45.7% | $4,310-51.5% |
| Admin fee / account holder | $36 | $160-77.4% | $6,267-99.4% | $188-80.7% |