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 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,029 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $755 | $119,446-99.4% | $150,045-99.5% | $85,563-99.1% |
| Participation rate | 71.1% | 75.4%-4.3pp | 82.3%-11.2pp | 66.0%+5.1pp |
| Annual return | 24.46% | 23.72%+0.7pp | 62.55%-38.1pp | 31.51%-7.1pp |
| Employer contribution / active EE | $0 | $4,078-100.0% | $4,693-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $658 | $7,985-91.8% | $7,997-91.8% | $4,375-85.0% |
| Admin fee / account holder | $53 | $548-90.4% | $13,435-99.6% | $834-93.7% |