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+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,336 | $65,061-78.0% | $143,757-90.0% | $66,914-78.6% |
| Participation rate | 57.4% | 65.2%-7.8pp | 80.3%-22.9pp | 69.8%-12.4pp |
| Annual return | -20.16% | -11.14%-9.0pp | -0.04%-20.1pp | 1.58%-21.7pp |
| Employer contribution / active EE | $1,447 | $2,361-38.7% | $4,951-70.8% | $2,544-43.1% |
| Participant deferral / active EE | $3,730 | $2,919+27.8% | $5,637-33.8% | $4,237-12.0% |
| Admin fee / account holder | $14 | $502-97.2% | $14,673-99.9% | $593-97.7% |