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 10-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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,409 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $5,836 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant 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 | $24,401 | $65,561-62.8% | $86,188-71.7% | $75,163-67.5% |
| Participation rate | 95.7% | 60.5%+35.2pp | 69.0%+26.8pp | 67.2%+28.5pp |
| Annual return | 17.46% | 46.05%-28.6pp | 1168.45%-1151.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $285 | $1,553-81.7% | $2,380-88.0% | $2,670-89.3% |
| Participant deferral / active EE | $1,714 | $3,024-43.3% | $3,985-57.0% | $4,125-58.5% |
| Admin fee / account holder | $189 | $5,474-96.5% | $6,852-97.2% | $5,651-96.7% |