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.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $744 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $76,299 | $88,634-13.9% | $101,326-24.7% | $74,304+2.7% |
| Participation rate | 59.6% | 76.9%-17.2pp | 81.5%-21.9pp | 60.3%-0.7pp |
| Annual return | 0.00% | 33.10%-33.1pp | 36.82%-36.8pp | 29.43%-29.4pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $6,409 | $7,322-12.5% | $7,994-19.8% | $3,767+70.1% |
| Admin fee / account holder | $53 | $2,425-97.8% | $11,185-99.5% | $2,969-98.2% |