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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,722 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $10,307 | $65,061-84.2% | $143,757-92.8% | $66,914-84.6% |
| Participation rate | 79.0% | 65.2%+13.9pp | 80.3%-1.3pp | 69.8%+9.2pp |
| Annual return | 22.71% | -11.14%+33.8pp | -0.04%+22.8pp | 1.58%+21.1pp |
| Employer contribution / active EE | $755 | $2,361-68.0% | $4,951-84.8% | $2,544-70.3% |
| Participant deferral / active EE | $3,427 | $2,919+17.4% | $5,637-39.2% | $4,237-19.1% |
| Admin fee / account holder | $32 | $502-93.6% | $14,673-99.8% | $593-94.6% |