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 4-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 | $23,686 |
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 | $8,483 | $49,173-82.7% | $121,098-93.0% | $75,163-88.7% |
| Participation rate | 91.4% | 55.4%+36.0pp | 69.5%+21.9pp | 67.2%+24.2pp |
| Annual return | 17.49% | 55.99%-38.5pp | 985.75%-968.3pp | 160.62%-143.1pp |
| Employer contribution / active EE | $2,178 | $1,546+40.9% | $4,164-47.7% | $2,670-18.4% |
| Participant deferral / active EE | $2,579 | $2,628-1.8% | $4,080-36.8% | $4,125-37.5% |
| Admin fee / account holder | $159 | $3,942-96.0% | $5,644-97.2% | $5,651-97.2% |