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 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,523 |
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 | $3,185 | $55,472-94.3% | $155,567-98.0% | $74,546-95.7% |
| Participation rate | 85.4% | 61.9%+23.5pp | 78.2%+7.2pp | 67.2%+18.2pp |
| Annual return | 14.87% | 268.72%-253.8pp | 64.74%-49.9pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,796 | $2,838-1.5% | $5,628-50.3% | $4,347-35.7% |
| Admin fee / account holder | $38 | $1,743-97.8% | $15,916-99.8% | $1,944-98.1% |