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 10-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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,878 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $30,986 | $37,426-17.2% | $77,482-60.0% | $79,858-61.2% |
| Participation rate | 33.7% | 41.5%-7.8pp | 54.2%-20.5pp | 69.6%-35.9pp |
| Annual return | 15.81% | 39.70%-23.9pp | 54.79%-39.0pp | 31.71%-15.9pp |
| Employer contribution / active EE | $233 | $637-63.4% | $986-76.4% | $2,471-90.6% |
| Participant deferral / active EE | $1,237 | $1,260-1.9% | $1,861-33.6% | $3,740-66.9% |
| Admin fee / account holder | $496 | $2,504-80.2% | $2,858-82.6% | $5,306-90.6% |