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 | $26,163 |
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 | $10,605 | $69,823-84.8% | $77,163-86.3% | $74,419-85.7% |
| Participation rate | 86.9% | 70.0%+16.9pp | 69.6%+17.4pp | 70.7%+16.2pp |
| Annual return | 35.69% | 19.98%+15.7pp | 37.87%-2.2pp | 34.38%+1.3pp |
| Employer contribution / active EE | $1,442 | $2,150-32.9% | $2,535-43.1% | $2,637-45.3% |
| Participant deferral / active EE | $3,160 | $3,558-11.2% | $3,833-17.6% | $4,528-30.2% |
| Admin fee / account holder | $53 | $398-86.8% | $5,472-99.0% | $348-84.9% |