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+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,092 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $8,503 | $42,901-80.2% | $91,220-90.7% | $64,808-86.9% |
| Participation rate | 33.3% | 68.1%-34.8pp | 73.2%-39.9pp | 71.5%-38.1pp |
| Annual return | 0.00% | -13.53%+13.5pp | 114.01%-114.0pp | 32.82%-32.8pp |
| Employer contribution / active EE | $1,373 | $1,571-12.6% | $2,850-51.8% | $2,506-45.2% |
| Participant deferral / active EE | $2,090 | $3,501-40.3% | $4,234-50.6% | $4,310-51.5% |
| Admin fee / account holder | $54 | $131-59.0% | $5,420-99.0% | $188-71.4% |