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 3-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 | $7,725 |
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 | $2,044 | $20,316-89.9% | $66,042-96.9% | $74,304-97.2% |
| Participation rate | 93.5% | 62.8%+30.7pp | 67.5%+26.0pp | 60.3%+33.1pp |
| Annual return | 19.00% | 28.10%-9.1pp | 52.11%-33.1pp | 29.43%-10.4pp |
| Employer contribution / active EE | $285 | $745-61.7% | $1,579-81.9% | $2,241-87.3% |
| Participant deferral / active EE | $840 | $1,615-48.0% | $2,835-70.4% | $3,767-77.7% |
| Admin fee / account holder | $45 | $1,668-97.3% | $5,747-99.2% | $2,969-98.5% |