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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,405 |
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 | $13,889 | $101,499-86.3% | $147,005-90.6% | $74,546-81.4% |
| Participation rate | 96.3% | 75.5%+20.7pp | 82.2%+14.1pp | 67.2%+29.0pp |
| Annual return | 23.16% | 8732.34%-8709.2pp | 418.76%-395.6pp | 1366.03%-1342.9pp |
| Employer contribution / active EE | $2,058 | $3,811-46.0% | $4,934-58.3% | $2,624-21.6% |
| Participant deferral / active EE | $4,993 | $7,304-31.6% | $8,070-38.1% | $4,347+14.9% |
| Admin fee / account holder | $19 | $1,748-98.9% | $13,006-99.9% | $1,944-99.0% |